Client Services Specialist

Posted yesterday

magellan financial insurance servicesBethlehem (PA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$50,000 - $60,000

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About the role

Client Services Specialist Solid Ground Wealth Advisors · Bethlehem, PA ·Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist—a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.

Compensation: $50,000 - $60,000 Salary

What you'll do:

Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
Handle routine service requests—distributions, contributions, beneficiary changes, account updates
Maintain accurate client records and workflows in our CRMGrow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
Support seminars and client events

What we're looking for: Exceptionally organizeddetail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information. Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.

Benefits:

Health insurancePTO and paid holidays
Retirement plan with employer match, and real room to grow.
Apply now and let's have a chat!

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A number in mind

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Your notice period

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