Client Service Specialist Magellan Financial - 1.0 Bethlehem, PA Job Details Full-time $50,000 - $60,000 a year 1 day ago Benefits Paid holidays Health insurance Paid time off 401(k) matching Qualifications Managing customer accounts Administrative experience Managing clients in a customer support role Attention to detail Client interaction via phone calls Full Job Description Client Services Specialist Solid Ground Wealth Advisors

• Bethlehem, PA

• Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist —a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.

Compensation:

$50,000 - $60,000 Base + Bonuses What you'll do: Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients Handle routine service requests—distributions, contributions, beneficiary changes, account updates Maintain accurate client records and workflows in our CRM Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight) Support seminars and client events What we're looking for: Exceptionally organized detail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information. Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.

Benefits:

Health insurance PTO and paid holidays Retirement plan with employer match, and real room to grow. Apply now and let's have a chat!

Pay:

$50,000.00 - $60,000.00 per year

Benefits:

401(k) matching Health insurance Paid time off

Work Location:

In person