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Advisor Operations & Client Services Specialist

Job in State College, Centre County, Pennsylvania, 16801, USA
Listing for: Vicus Capital
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading investment firm in State College is looking for a Client Service Associate to enhance advisor support and streamline operations. This full-time role requires exceptional organizational skills and proactive ownership. Responsibilities include daily account maintenance, fostering relationships with financial advisors, and optimizing client experiences. Benefits include competitive compensation, health insurance, and a supportive work environment.
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