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Client Services Associate — Wealth Planning Support
Job in
Gap, Lancaster County, Pennsylvania, 17527, USA
Listed on 2026-03-08
Listing for:
Bare Wealth Advisors
Full Time
position Listed on 2026-03-08
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial planning firm in Pennsylvania is looking for a Client Services Associate to support client account management. The role includes preparing account updates, monitoring activity, and maintaining organized files. Ideal candidates will have at least 2 years of administrative experience, strong communication skills, and proficiency in Microsoft Office. This full-time position offers a salary of $48,000-$58,000 and various benefits including a 401(k) match and paid time off.
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Position Requirements
10+ Years
work experience
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