# Client Service Associate

**Company:** [Bill Good Marketing](http://jobs.workable.com/companies/4gTESapxAfKDEKKWLxFCsQ.md)
**Location:** State College, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/49f04ee3-f80f-4537-8129-84058d558fa7)

## 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 an experienced Client Service Associate to keep our operations running smoothly and our clients well taken care of.

**What You'll Do**

You'll be a key part of the operational backbone of our practice, supporting our advisors and agents so they can focus on their clients. Day to day, that looks like:

-   Preparing and organizing client documents and correspondence
-   Completing paperwork with clients and tracking it from start to finish
-   Scheduling appointments and managing calendars across the team
-   Supporting office operations and keeping administrative workflows on track
-   Helping coordinate client events and educational workshops
-   Greeting clients and answering phones as part of the broader office team

## Requirements

**What We're Looking For**

Must-haves:

-   3+ years in a CSA, administrative, or client service role in a financial services or advisory firm
-   Hands-on experience with financial paperwork, client documentation, and office workflows
-   Strong attention to detail and the ability to manage multiple tasks in a multi-step process without dropping the ball
-   Comfortable owning your work independently with minimal supervision
-   Genuine warmth and a service-first mindset
-   Professionalism you'd be proud to put in front of any client

Nice to have:

-   Familiarity with CRM software or office management tools
-   Health and life insurance license, Series 7, or other financial services licensing
-   Experience supporting multiple advisors or a team-based practice

**A Note on Licensing**

If you don't already hold a Series 7 or insurance license, we'll support you in getting there. There's a pay increase that comes with it.

## Benefits

**Why Strong Tower**

We're a small firm with a long-term mindset. The people who do well here aren't looking for a stepping stone. They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you.

**Compensation and Benefits**

-   Salary: $50,000–$65,000 depending on licensing and experience
-   Quarterly bonus opportunities
-   401(k) with company contributions and profit sharing
-   $350/month health insurance stipend
-   Monthly fitness reimbursement
-   24 days PTO per year plus all federal holidays
-   Hours: 8 AM–4 PM; close at 12 PM on Fridays during the summer
-   Employee and family outings
-   Professional development, training, and licensing opportunities

**How to Apply**

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.