Client Service Associate

Client Service Associate at Vicus Capital Client Service Associate at Vicus Capital in State College, Pennsylvania Posted in 13 days ago.

Job Description:

Join the Vicus Capital Team - Where Innovation Meets Impact Who We Are At Vicus Capital , we're not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA , we offer industry-leading advisory platforms and a team culture that's as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way—and we're looking for someone who shares that mindset.

Now Hiring:

Client Service Associate Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the person others count on to get things done? This is your opportunity to build a career with a firm that values your contribution . As a vital member of our State College operations team , you'll provide the essential background for financial advisors nationwide, ensuring their success through seamless execution and support.

Location:

State College, PA (in-office position)

What You'll Be Doing Championing Operations:

Supporting daily account maintenance and operational excellence

Cultivating Relationships:

Building strong, trusted relationships with our national network of financial advisors

Navigating Success:

Serving as the expert guide for advisors through complex paperwork and custodian process Optimizing the

Future:

Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience

What You Bring Precision Focus:

Exceptional attention to detail and organizational skills.

Articulate Communication:

Clear, confident and professional communication—both written and verbal.

Proactive Ownership:

A self-starter attitude with a strong sense of ownership and follow-through.

Team Spirit:

A collaborative mindset and a genuine desire to help others.

Tech Fluency:

Comfortable with navigating Technology, especially with Microsoft Office (Excel in particular).

Background:

Familiarity with Redtail (or other CRMs) and experience in finance, banking, or wealth management is helpful, but not required. What We Offer We believe great work comes from a great environment. Here's what you can expect as a valued member of our team: This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year Competitive compensation based on experience. Health, dental, and vision insurance. Group life and short-term disability insurance. 401(k) plan with a safe harbor employer contribution. A supportive, people-first culture where your work is valued and your growth is encouraged. Sound Like the Right Fit? If you're ready to bring your skills, energy, and commitment to a company that truly values what you do, we'd love to hear from you.

Salary/Compensation:

$45,000 - $55,000 per year recblid nx25cz6qj0uiex35tnb3zyx0uppuwb