Client Services Associate

Client Services Associate

Gap PA

Are you someone who takes pride in precise paperwork proactive client communication and supporting a financial planning team

Why Youll Love Working With Us:

• Structured Development: Step into a role with structured training processes and a dedicated coach who meets with you weekly to support your growth.
• Defined Growth Path: Follow a defined development track for the Client Services Associate role with ongoing advancement opportunities.
• Industry Training: Build financial industry knowledge in an environment that values cultural fit competency and long-term development.
• Purposeful Work: Support clients in stewarding their resources wisely and making a meaningful impact on their families and communities.
• Team-oriented Culture: Work alongside a Christian team that values collaboration accountability and shared purpose.

Bare Wealth Advisors is a financial planning and wealth management firm based in Gap PA serving clients since 2001. We guide individuals and families to intentionally manage wealth in alignment with their God-given purpose grounded in Biblical wisdom. As a Christian team-oriented firm we value generosity collaboration and building lasting relationships with both clients and one another.

What Youll Do as a Client Services Associate:

• Prepare & process new accounts and ongoing account updates (RMDs QCDs transfers beneficiary changes and related transactions) without providing financial advice.
• Monitor Schwab alerts daily reports and account activity to ensure timely and accurate processing.
• Process and track incoming transfers checks and deposits
• Communicate with clients to gather required documentation and guide them through the paperwork process.
• Set up & maintain accounts in financial systems including online access and paperless delivery.
• Maintain organized electronic client files and update CRM records.
• Partner with the Wealth Advisor and Wealth Advisor Assistant to support client relationships and team priorities.

Our Ideal Client Services Associate:

• Experienced: At least 2 years of administrative experience required. 1-2 years of financial services experience (broker/dealer bank or similar) preferred. Basic proficiency in Microsoft Office required.
• Communicative: Strong verbal and written communication skills with the ability to interact professionally with clients and team members.
• Organized: Highly detail-oriented with strong time management skills and the ability to manage multiple tasks with consistent follow-through.
• Analytical: Approaches paperwork account issues and system alerts with sound judgment and problem-solving ability.
• Tenacious: Enjoys completing tasks staying on top of client needs and following items through to resolution.
• Trustworthy: Able and willing to successfully complete a background check and credit check in accordance with applicable laws.

What We Offer Our Client Services Associate:

• Full-time Monday-Thursday 8:00 AM-4:30 PM and Friday 8:00 AM-4:00 PM
• $48000-$58000/year depending on experience
• Health dental & vision insurance
• Paid time off
• 9 paid holidays
• 401(k) with 4% company match
• Short-term disability insurance
• Life insurance
• Profit sharing
• Christian team-oriented firm focused on purposeful work and stewardship
• Monthly team lunches and annual family events

To Apply

Apply for this Client Services Associate position if you have administrative experience strong attention to detail and experience or interest in supporting client accounts within a financial planning or wealth management firm.

By submitting this application you agree to receive recurring informational text messages (e.g. appointment alerts) that may be automated to the mobile number used at opt-in from Team Builder Recruiting LLC. Msg frequency may vary. Msg & data rates may apply. Reply HELP for help and STOP to cancel. See Terms and Conditions & Privacy Policy.

Requirements:

• At least 2 years of administrative experience required
• 1-2 years of financial services experience (broker/dealer bank or similar) preferred
• Proficiency in Microsoft Office required.