Client Service Associate, Financial Advisory

Job overview

The Client Service Associate, Financial Advisory role is onsite in Butler, PA, Monday through Friday. Compensation is $50,000–$62,000 per year to start, with the posting noting willingness to go higher for the right candidate. The role supports Financial Essentials’ client service team at a faith-based financial advisory firm. The associate handles client service requests and office coordination so advisors can focus on client work. Accurate processing, timely communication, and organized workflows help the team serve its growing client base.

What you'll do

• Process client service requests including account paperwork, required minimum distributions, money movement, transfers, and follow-ups
• coordinate appointments and calendars
• communicate request status to clients
• manage incoming tasks and filter interruptions
• participate in daily team check-ins
• use the CRM-based workflow system.

What we're looking for

Skills & competencies

client service associate

financial services

client requests

account paperwork

transfers

calendar coordination

crm workflow

butler pa

bill good marketing

monday–friday

$50,000–$62,000

401(k) match

health insurance stipend

pto

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with 5% employer match
• $350 monthly health insurance stipend
• paid time off and federal holidays
• relocation assistance may be available for an eligible out-of-area candidate.

Why this role

The posting describes potential growth into operations management or, for licensed candidates, a Service Advisor role. The team’s meetings may open or close with prayer.

About the employer

Bill Good Marketing is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.