Client Service Associate
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Job Location:
Chester County - USA
Yearly Salary:
$ 50 - 70
Posted on:
15-09-2025
Vacancies:
1 Vacancy
Job Summary
Smithbridge Asset Management an established fast-growing financial planning and investment management firm located in Chadds Ford PA currently has an excellent career opportunity for a full-time Client Service Associate to join our amazing team. We are a firm focused providing superior results and service to our clients many of whom have been with the firm for many years. To find out more about the firm please visit
Salary and Benefits
- Salary and total compensation for this position will be based on experience with a range of $50000 $70000 based on experience.
- Medical insurance 100% paid by company
- Employer Funded Retirement 10% of base salary in 401(k) and profit share plan
- Flexible atmosphere and work schedule
- Quarterly bonus program
Job Responsibilities:
- Provide direct support to clients of multiple advisors in the firm
- Respond to client service requests via phone and email
- Maintain updated information in our CRM Salesforce
- Manage email for multiple email inboxes
- Scanning and filing sensitive client documents
- Execute and manage quarterly and periodic mailings to clients and prospects
- Process new business applications and client paperwork
- Prepare documents and reports for upcoming client meetings
Qualifications:
- High attention to detail
- Excellent communication skills
- Must work well in a team environment
- Must have a client service attitude
- Ability to work autonomously after our training period
- Ability to manage your time efficiently
- 2 years of professional office environment experience
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us a ... View more
