Client Services Representative

Be the Backbone of an Elite Financial Advisory Firm

Secure Money Advisors is a fast-growing, client-centric financial advisory firm dedicated to helping individuals and families achieve a secure retirement. With a steady stream of new clients driven by our high-volume marketing efforts, we are looking for a Client Services Specialist (CSS) to help deliver an exceptional client experience.

In this role, you will be the primary point of contact for client inquiries, ensuring smooth account processing, top-tier service, and ongoing client support. If you are detail-oriented, proactive, and thrive in a fast-paced financial environment, this is a unique opportunity to grow with a premier advisory firm.

Why Secure Money Advisors?

• Client-first culture – Work in a fiduciary firm that prioritizes integrity and service.
• Steady growth – Join a firm with a strong brand and continuous client acquisition.
• Professional development – Clear career advancement paths in client services and advisory roles.
• Collaborative team – Work alongside experienced advisors and operations professionals in a high-energy environment.

What You Will Do

Client Service & Communication:

• Serve as the primary point of contact for client inquiries, delivering prompt, professional, and friendly service.
• Build strong client relationships through consistent follow-ups and personalized attention.
• Proactively address client needs and resolve issues efficiently.

New Business & Account Management:

• Process new account applications, transfers, and rollovers accurately and efficiently.
• Track and manage all paperwork and account setups, keeping clients and advisors informed.
• Coordinate with custodians, insurance carriers, and financial institutions to ensure smooth transactions.

Operational & Administrative Support:

• Maintain accurate client records and service requests within the firm’s CRM system.
• Assist advisors with preparing client meeting materials, reports, and follow-up actions.
• Schedule appointments, send confirmations, and manage client engagement logistics.

Compliance & Documentation:

• Ensure all client documentation meets regulatory and compliance standards.
• Adhere to firm policies and confidentiality requirements when handling client information.

What We Are Looking For

Required:

• One to five years of experience in financial services, banking, insurance, or related fields (client service, administrative, or operations roles).
• Strong customer service and communication skills.
• Detail-oriented with excellent organizational and multitasking abilities.
• Experience with financial paperwork and application processing.
• Proficiency in Microsoft Office and CRM systems.

Preferred:

• Experience with managed money accounts and fixed-indexed annuities.
• Familiarity with IRA rollovers, annuity transfers, and investment account servicing.
• Prior experience with RIAs or financial advisory firms.

Key Success Traits

• Detail-oriented – Accuracy in handling client requests and documentation.
• People-focused – Builds relationships and ensures clients feel valued.
• Proactive – Anticipates client needs and resolves issues efficiently.
• Team player – Collaborates with advisors and operations staff.
• Clear communicator – Articulates processes and next steps effectively.

Compensation and Benefits

• Base Salary: $50,000 - $70,000 (commensurate with experience).
• Full Benefits Package:
• Medical, dental, and vision insurance.
• 401(k) with company match.
• Disability insurance.
• Paid time off and holidays.

Career Growth and Advancement

• Client Services Specialist → Senior Client Services Specialist
• Senior Client Services Specialist → Operations Manager or Financial Advisor (with licensing support available).

Ready to Join a Growing, Client-Focused Financial Firm?

If you are looking for a dynamic opportunity to advance your career in financial services and be part of a team that values excellence and client service, we want to meet you.

Apply today to become a key player in delivering exceptional client experiences at Secure Money Advisors.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Financial planning services
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities

Ability to Commute:

• Zelienople, PA 16063 (Required)

Work Location: In person

Salary : $50,000 - $70,000