Client Service Associate
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Job Description
Client Service Associate
Full-Time | In-Person | State College, PA
Some offices feel like a revolving door. Strong Tower Associates isn't one of them. We're a small, close-knit financial planning firm in State College, and we're hiring a Client Service Associate to be the heartbeat of our day-to-day operations. No finance degree required. No prior industry experience required. Just someone sharp, personable, and ready to learn.
What You'll Do
You'll be the person clients hear when they call and see when they walk in. You'll keep the office running smoothly so our advisors and agents can focus on their clients. Day to day, that looks like:
- Answering phones and welcoming clients with warmth and professionalism
- Scheduling appointments and managing calendars across the team
- Preparing and organizing client documents and correspondence
- Supporting office operations and kee...