Dedicated Client Service Associate

About the role

At Vicus Capital, we are not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we are 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 highly organized, detail‑oriented, and energized by solving problems while building meaningful professional relationships? Vicus Capital is seeking a Dedicated Client Services Associate (DCSA) to join our team in State College. As a DCSA, you will serve as a trusted operational partner to financial advisors across the country, functioning as a seamless extension of their practice. Through our Dedicated Client Services Program, you will be assigned a portfolio of advisors and take ownership of their day‑to‑day operational needs, including account administration, paperwork processing, client data collection, and workflow management. In this role, your work will have a direct impact on advisor success and client satisfaction. By managing critical operational responsibilities with accuracy, efficiency, and professionalism, you will enable advisors to spend more time strengthening client relationships and growing their businesses. If you enjoy working in a fast‑paced environment, delivering exceptional service, and becoming an indispensable member of a team, this could be the opportunity for you.

Responsibilities

• Manage advisors’ calendars and client communication pipelines, including scheduling meetings, preparing meeting materials, coordinating follow‑ups, managing email correspondence, and communicating directly with clients as needed.
• Maintain accurate and organized digital client records by entering, updating, and managing sensitive information within the CRM system.
• Process new account paperwork from start to finish, including completing client intake forms, confirming account setup, and supporting the ongoing maintenance of existing accounts.
• Act as a subject matter expert on custodian processes, ensuring all documentation is accurately