Client Service Associate

6 days ago

Ephrata, Pennsylvania, United States Smoker & Company LLC Full time $40,000 - $60,000 per year

Smoker Wealth Management, LLC, a premier financial services firm located in the heart of Lancaster, PA, is in search of a dedicated and detail-oriented Client Service Associate to become an integral part of our dynamic team. In this vital role, you will provide essential administrative support to our experienced financial advisors and contribute to the smooth and efficient operation of our office environment.

Your responsibilities will be diverse, with a primary focus on delivering a seamless and professional experience for our valued clients. You'll assist in managing client inquiries, coordinating appointments, and ensuring that all interactions reflect our commitment to excellence in service. If you have a passion for client relations and are eager to enhance our office's efficiency, we invite you to join us in making a positive impact on our clients' financial journeys.

Requirements
Requirements:

  • Experience in financial services is preferred, with a general understanding of investment related terminology
  • Strong communication skills, including accurate typing and ability to compose emails and correspondence using correct grammar, spelling and business style
  • Attention to detail and an ability to adapt to a rapidly changing business and technology environment
  • Proficiency in Microsoft suite programs and knowledge of CRM software
  • Must be able to pass a criminal and financial background check

Roles/Duties

  • Build and maintain professional relationships with clients by assisting them and answering questions in person and by phone
  • Take initiative to handle account inquiries and escalate to financial advisors when appropriate
  • Process new account openings and check deposits
  • Maintain client records using Redtail CRM and Imaging systems
  • Input and maintain compliance logs
  • Generate appropriate forms and documents for account openings, transfers, and asset movement, as required by compliance
  • Assist in client appointment preparation by generating reports and appropriate documentation
  • Maintain strict confidentiality of client information in accordance with policies and guidelines
  • Prepare mailings and other communications, adhering to compliance guidelines
  • Assist with client events and other marketing support as needed
  • Open and close office to service clients and assist advisors during business hours
  • Other duties as assigned

This position is eligible for promotion to Advisor Associate based on performance and ability to pass licensing exams.

Benefits

  • Medical, Dental, Vision Insurance
  • 401K Match
  • Opportunities for professional growth and career advancement

  • Portfolio Manager Associate

    1 week ago

    Ephrata, Pennsylvania, United States Ephrata National Bank Full time $70,000 - $85,000 per year

    Summary: The Portfolio Manager Associate supports the Asset Management Segment's investment function by assisting with portfolio management, investment research, account administration, and client reporting. Under the guidance of senior staff, the Portfolio Manager Associate will gain exposure to investment strategy, trust account operations, compliance...

  • Portfolio Manager Associate

    6 days ago

    Ephrata, Pennsylvania, United States Ephrata National Bank Full time $60,000 - $120,000 per year

    Summary:The Portfolio Manager Associate supports the Asset Management Segment's investment function by assisting with portfolio management, investment research, account administration, and client reporting. Under the guidance of senior staff, the Portfolio Manager Associate will gain exposure to investment strategy, trust account operations, compliance...

  • General Manager of Dining Services

    13 hours ago

    Ephrata, Pennsylvania, United States Culinesse, LLC Full time

    Description:Are you a hands-on, innovative leader, with hospitality experience? Do you enjoy working in a fast-paced team environment? Are you able to influence and embrace change by initiating creative solutions?Culinesse, LLC is looking for a General Manager to join our team A General Manager who can lead by example and has experience with high volume...

  • Production Associates

    5 days ago

    Ephrata, Pennsylvania, United States Team Builder Recruiting Full time $41,000 - $61,000

    Production Associates - Cabinetry IndustryEphrata, PAAre you a hands-on, detail-driven individual who takes pride in creating quality work and wants the opportunity to grow within a respected, faith-based manufacturer?Why You'll Love Working with Us:Career Growth: Expand your horizons through hands-on cross-training, continuous skill-building, and clear...

  • Production Associates

    5 days ago

    Ephrata, Pennsylvania, United States Team Builder Recruiting Full time

    Production Associates - Cabinetry IndustryEphrata, PAAre you a hands-on, detail-driven individual who takes pride in creating quality work and wants the opportunity to grow within a respected, faith-based manufacturer?Why You'll Love Working with Us:Career Growth: Expand your horizons through hands-on cross-training, continuous skill-building, and clear...

  • PT Center Store Associate

    2 weeks ago

    Ephrata, Pennsylvania, United States Food Lion Full time

    Category/Area of Expertise: Retail OperationsJob Requisition: 461613Address: USA-VA-Chesterfield-6201 Belmont RoadStore Code: Store 00513 Grocery Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern...

  • Human Resources Associate

    6 days ago

    Ephrata, Pennsylvania, United States M.H. Eby, Inc Full time $104,000 - $156,000 per year

    M.H. Eby, Inc.- a leading manufacturer of aluminum trailers and truck bodies is looking for aHuman Resources Associateto work in our fast-growing company.The Human Resources Associate will be responsible for assisting in HR functions and receptionist duties including greeting visitors, answering and directing incoming calls to appropriate associates, while...

  • Sales and Service Specialist

    7 days ago

    Ephrata, Pennsylvania, United States Fulton Bank Full time $18 - $29

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our  local communities. We champion a culture of continuous learning, work-life integration, and...

  • PT Deli Associate

    2 weeks ago

    Ephrata, Pennsylvania, United States GIANT Full time $30,000 - $40,000 per year

    Category/Area of Expertise: Retail Store PositionsJob Requisition: 299693Address: USA-PA-Ephrata-838 East Main StreetStore Code: GC - Store Mgrs At The GIANT Company we're committed to making our stores and facilities better every day for our team members, customers, and communities. It's our secret recipe for success and it guides everything we do. We put...

  • Phlebotomy and Customer Service Specialist Ephrata Outpatient Labs

    1 week ago

    Ephrata, Pennsylvania, United States Penn Medicine, University of Pennsylvania Health System Full time $45,000 - $65,000 per year

    DescriptionPenn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this leading academic medical center means collaboration with top clinical, technical and business professionals across all disciplines.Today at...