Client Service Associate

Vicus Capital
United States, Pennsylvania, State College
Jan 01, 2025
COMPANY Vicus Capital is an independent investment management firm with over $2billion in assets under management headquartered in State College, Pennsylvania. The firm works together with advisors throughout the country to provide clients with elite service and cutting edge advisory platforms. We take great pride in fostering a family atmosphere and a fulfilling work environment for all employees. POSITION SUMMARY We are looking to hire a dynamic Advisory Operations Associate [Client Services Associate] to join our company’s administrative team. This role reports directly to the Operations Manager. This individual should have a passion for providing world-class support and display impeccable organizational skills. LOCATION The Advisory Operations Associate position is located in State College, PA and not remote. BENEFITS Full-time salaried position, commensurate with experience Health Insurance Dental & Vision Insurance Group Life Insurance Short-Term Disability Insurance 401(k) Plan with safe harbor employer contribution PRINCIPAL DUTIES & RESPONSIBILITIES Support ongoing account maintenance for investors Cultivate relationships with financial advisors and their office staff Provide training and clarity to financial advisors on internal and custodian paperwork requirements SKILLS & QUALIFICATIONS Strong attention to detail and accuracy; highly organized and efficient A high degree of professionalism and a strong work ethic Exceptional communication skills, both verbal and written Ability to work without close supervision, exercise independent judgment and problem-solving, as well as collaborating in a team environment Outstanding follow-through, seeing tasks from start to finish Candidate must be comfortable with and proactively embrace technology in the workplace Proficiency in Microsoft Office, particularly Excel Experience with a CRM, like Redtail Experience with finance, banking, or wealth management is preferred, but not required. A critical eye for process improvement and solid time management skills, being able to prioritize tasks recblid owdjishtbdo7nl388zmumkh0tcwf74