Client Service Associate

Client Service Associate Jamison, PA Job Details Full-time $30,000

• $33,000 a year 11 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off On-the-job training Vision insurance Qualifications Investment Customer communication Teamwork Microsoft Excel Client onboarding Trading Workflow management (operations management method) Regulatory compliance Filing Process improvement Customer inquiry handling Administrative experience High school diploma or GED Task prioritization Data entry Organizational skills ACH Financial services CRM system proficiency Productivity software Appointment scheduling Cross-functional collaboration Associate's degree Communication skills Technical Proficiency Entry level Cross-functional communication Time management Full Job Description Overview We are seeking an energetic, detail-oriented Client Services Associate to join our team in Jamison, PA.

This entry-level role supports client-facing operations across insurance and investment services in a fast-paced environment. The ideal candidate is a quick learner who is proficient with Microsoft Office, demonstrates strong organizational skills, and is committed to delivering exceptional client service. This position offers growth opportunities in client services and operations with a focus on building foundational knowledge in insurance and financial operations. Compensation and Benefits

• 401(k) plan with company contributions
• Health Insurance
• Disability Insurance
• Opportunity to develop through on-the-job training and ongoing learning
• Competitive starting pay with performance-based growth potential Key Responsibilities 1) Preparing Client Review Meeting Materials
• Compile, organize, and summarize client information to support comprehensive client reviews
• Ensure accuracy and completeness of data used in client discussions
• Coordinate with internal teams to gather required materials for reviews 2) Scheduling Client Meetings
• Arrange and confirm client appointments and meetings
• Maintain an effective scheduling workflow to minimize conflicts and ensure timely communications
• Communicate schedule changes proactively to clients and internal stakeholders 3) Policy Owner Services
• Insurance Operations
• Process and document policy-related requests such as policy loans and beneficiary updates
• Manage late notices and related administration to ensure policy accuracy and compliance
• Provide support for ISA Service (as defined by internal policies) and other policy owner service tasks 4) Policy Owner Services
• Investment Operations
• Maintain and update policy owner information on investment accounts, including beneficiary updates
• Process ACH updates and other payment-related changes
• Handle distributions and contributions in a timely and accurate manner
• Assist with basic trading activities as allowed by role and compliance guidelines
• Support 529 Plan service activities (education savings plan) as required 5) General Administrative Duties
• Maintain organized and compliant client files (paper and digital)
• Respond to routine client inquiries with professionalism and clarity
• Support onboarding efforts for new clients and assist with documentation and process flows
• Collaborate with teammates to ensure smooth end-to-end client service delivery Required Qualifications
• High School Diploma or equivalent
• Detail-oriented with excellent organizational and time-management abilities
• Proficient in Microsoft Word/Excel/PowerPoint
• Demonstrated ability to learn quickly and work with limited supervision (self-learner)
• Strong written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Customer-service mindset and professional, courteous demeanor Preferred Qualifications
• Associate's degree
• Insurance and/or financial services background or exposure
• Familiarity with policy administration concepts and basic investment operations Core Skills and Competencies

• Customer Service Excellence:

  responsive, respectful, and solution-focused when interacting with clients
• Attention to

Detail:

high level of accuracy in data entry and documentation

• Time Management:

  ability to prioritize tasks and meet deadlines

• Communication:

  clear written and verbal communication; effective coordination with internal teams

• Problem Solving:

  proactive identification of issues and appropriate escalation when needed

• Confidentiality and Compliance:

  awareness of privacy requirements and data handling best practices

• Technology Proficiency:

  comfort with cloud-based tools, CRM or policy systems, and financial service software as needed

• Team Collaboration:

  ability to work cross-functionally with Insurance Operations and Investment Operations teams Work Environment
• Fast-paced, client-centric environment requiring multitasking and adaptability
• Collaborative team culture with emphasis on quality service and continuous improvement
• On-site work in Jamison, PA with standard business hours; occasional overtime during peak periods or deadlines Performance Expectations and Success Metrics

• Timeliness:

  meet appointment scheduling SLAs and processing timelines for policy and investment requests

• Accuracy:

  maintain high accuracy in policy and account updates with minimal rework

• Client Satisfaction:

  contribute to high client satisfaction scores through professional service and effective communication

• Compliance:

  adhere to internal policies and regulatory requirements in all client-facing activities

• Initiative:

  demonstrate an ongoing willingness to learn, take on new responsibilities, and improve processes Career Path and Growth Opportunities
• Potential progression to Senior Client Services Associate, Operations Specialist, or roles within Insurance Operations or Investment Operations
• Opportunities to expand knowledge in insurance products, investment operations, and client advisory support
• Access to ongoing training and professional development aligned with organizational needs Who This Role Is For
• Individuals seeking an entry-level opportunity in a fast-paced financial services environment
• Self-motivated learners who enjoy handling multiple tasks and helping clients navigate policy and investment processes
• Team players who communicate effectively and value accuracy, reliability, and client satisfaction Application Details To apply, please submit your resume and a brief cover note highlighting your experience with Microsoft Office, your ability to learn quickly, and why you're interested in a role supporting Insurance Operations and Investment Operations.

Equal Opportunity Employer We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit, and business need.

Pay:

$30,000.00

• $33,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person