Client Service Associate

Join the Vicus Capital Team – Where Innovation Meets Impact Who We Are

At Vicus Capital
, we’re not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we’re on a mission to redefine how financial advisors are supported. Headquartered in State College, PA
, we offer industry‑leading advisory platforms and a team culture that’s as tight‑knit and welcoming as it is high‑performing. We believe in excellence, collaboration, and doing things the right way—and we’re looking for someone who shares that mindset.

Are you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top‑notch work and being the person others count on to get things done? This is your opportunity to build a career with a firm that values your contribution
. As a vital member of our State College operations team
, you’ll provide the essential background for financial advisors nationwide, ensuring their success through seamless execution and support.

• Championing Operations: Supporting daily account maintenance and operational excellence
• Cultivating Relationships: Building strong, trusted relationships with our national network of financial advisors
• Navigating Success: Serving as the expert guide for advisors through complex paperwork and custodian process
• Optimizing the Future: Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience

• Precision Focus: Exceptional attention to detail and organizational skills.
• Articulate Communication: Clear, confident and professional communication—both written and verbal.
• Proactive Ownership: A self‑starter attitude with a strong sense of ownership and follow‑through.
• Team Spirit: A collaborative mindset and a genuine desire to help others.
• Tech Fluency: Comfortable with navigating technology, especially with Microsoft Office (Excel in particular).
• Background: Familiarity with Redtail (or other CRMs) and experience in finance, banking, or wealth management is helpful, but not required.

• We believe great work comes from a great environment. Here’s what you can expect as a valued member of our team:
• This is a full‑time in‑office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year
• Competitive compensation based on experience.
• Health, dental, and vision insurance.
• Group life and short‑term disability insurance.
• 401(k) plan with a safe harbor employer contribution.
• A supportive, people‑first culture where your work is valued and your growth is encouraged.

If you’re ready to bring your skills, energy, and commitment to a company that truly values what you do, we’d love to hear from you.

Salary/Compensation: $45,000 - $55,000 per year