Client Service Associate - Harrisburg, PA

Our well-established financial firm in Harrisburg, PA is seeking to add a Client Service Associate to our team! Our ideal team member has experience in the insurance, securities, or banking industries, and has excellent client relationship skills. This position is ideal for someone who is seeking a long-term position in the industry with the potential for advancement and who may be interested in becoming a financial advisor.


Requirements:

Responsibilities:

Assist the financial advisor in preparing for client meetings, processing paperwork, and implementing changes to client portfolios.
Managing the client relationship through services including answering calls, sending, and receiving mail and email correspondence, scheduling meetings.
Basic understanding of investment products used & recommended for clients.

Salary:

Starting salary $50,000- $60,000 based on experience & licensing

Benefits:

 

Thank you for your interest in the Client Service Associate. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!