Registered Client Service Associate

About the role

Smoker Wealth Management, LLC, a prestigious financial services firm based in Lancaster, PA, is seeking a motivated and professional Registered Client Service Associate to join our dedicated team.

Responsibilities

• Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts
• Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation
• Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately
• Aid clients with account openings, transfers, and related activities
• Maintain accurate and up-to-date client records within Redtail CRM and imaging systems
• Ensure confidentiality and security of client information as per company policies and industry regulations
• Help organize client events and marketing initiatives to enhance client engagement
• Participate in process improvements to enhance operational efficiency and client service
• Other duties as assigned

Requirements

• Previous experience in a client service or financial advisory role is highly preferred
• Exceptional interpersonal and communication skills, both verbal and written
• Prowess in managing multiple tasks efficiently while maintaining attention to detail
• Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail
• Ability to pass a criminal and financial background check

Qualifications

This position offers pathways for advancement within our firm, including opportunities to progress to advisory roles based on performance and licensure.

Skills

• Excellent customer service skills
• Strong organizational and time management skills
• Proficiency in financial analysis and product knowledge

Benefits

• Medical, Dental, Vision Insurance
• 401K Match

Pay

Competitive compensation package based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate client needs.