Client Service Associate
Employment type
Full-time
Work setting
On-site
Location
Wayne, PA
Schedule
Day shift
Posted
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Job overview
The Client Service Associate is an onsite role based in Wayne, PA. Compensation is not specified in the listing, though the firm supports retirement plan advisory services. This role exists to support advisors with client communications, project management, and operational tasks. It contributes to the firm's goals by ensuring smooth client operations and maintaining accurate records.
What you'll do
- Support advisors with client meetings and follow-up actions, maintain CRM records, coordinate operational tasks with third-party administrators, manage workflows, and assist with billing and compliance documentation.
What we're looking for
- Skills & competencies
- full-timeday shiftwayne pagoodwin recruitingfinancial servicesclient operationscrmretirement planningonsiteno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- 401(k) with match, Health, Dental & Vision insurance, Long-term disability, Paid time off, Education reimbursement
Why this role
Boutique financial services firm, retirement plan advisory focus, bonus potential up to 15%.
About the employer
Goodwin Recruiting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 241034e9-1ac4-4e09-8b30-8dd98d114658