Client Services Associate

The Financial Advisory Group, an independent financial services provider based in York, Pa., has an immediate opening for a full-time Client Services Associate. We have developed an approach that provides families with a clear path toward important lifetime financial goals and seek an outgoing experienced professional to join our team. This is a full-time in the office position.

Qualified candidate will possess:
• Proficiency with Microsoft Office suite.
• 3+ years’ relevant client experience and administrative experience in our steady paced environment.
• High school diploma required plus college coursework or degree desirable.
• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) preferred but not required for position.
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

This position will serve a key support role to ensure the turnkey client experience is memorable and positive. Our ideal candidate will possess excellent interpersonal, computer, math and organizational skills, be detail-oriented and have excellent written and verbal skills.

Responsibilities will include:
• Opens new client accounts and research client and security information using internal databases and other technologies
• For proper maintenance and to meet firm and industry requirements, ensure client paperwork and documentation is accurate and correct prior to submission and processing
• Prepare letters, forms and reports to assist with servicing existing clients
• May enter orders at the direction of the Financial Advisor
• Facilitate client cash flow needs including systematic income and one-time withdrawals.
• Accurately organize and compile relevant client information and notes in our CRM, planning, imaging, and all other business systems.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
• Provide superlative hospitality and client experience to every client
• Support Financial Planners in our boutique practice

The Financial Advisory Group is an SEC Registered LPL Financial Investment Advisor. We offer a competitive salary, periodic bonuses, competitive benefits to include health, dental, vision, short-term and long-term disability, life insurance and a 401(k) plan plus a generous paid time off benefit in addition to the opportunity for professional growth in our established business. Hours are Monday through Friday 8:30AM – 4:30PM. Qualified candidates should send resume with salary history to: recruiteba@comcast.net. Please reference: Client Services Associate in the subject line. Pre-employment background screen required. No phone calls or walk-ins please. EOE