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Client Services Representative Harrisburg, PA
Job Location:
Job Location:
Harrisburg, PA - USA
Monthly Salary:
$ 50000 - 60000
Monthly Salary:
Posted:
13 May 2026 (30+ days ago)
Posted:
Application Deadline:
22 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Client Services Representative
Our well-established financial firm in Harrisburg PA is seeking to add a Client Services Representative 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:
Our well-established financial firm in Harrisburg PA is seeking to add a Client Services Representative 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:
- PA Life and Annuity insurance license or the ability to obtain within 6 months of hire
- Proficient with MS Office Suite (Outlook Excel Word)
- Strong organizational communication & customer service skills
- 1 years of experience in the financial industry (Insurance Securities Banking etc.)
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 $50000- $60000 based on experience & licensing
Benefits:
- 100% employer match up to 10% of 401k contributions
- Health Dental Vision employer paid for employee
- Short and Long-Term Disability
- Life Insurance Policy $ - employer paid
- Generous paid time off package
- Paid major holidays (determined each year at companies discretion)
- Paid working lunches - lunch provided
- Employer paid continuing education (Insurance & Securities Licenses)
PresentedbyAdvisorEmployeeServices
1%!
Required Experience:
Unclear Seniority
About Company
Advisor Talent Solutions partners with independent financial advisors nationwide to support their hiring and talent needs.
