Transition Specialist/Client Service Associate

Employer Description

Our office is a modern, family-oriented, and positive environment with a welcoming atmosphere. We are seeking a dedicated candidate who is eager to grow with our company. Since its inception in 2019, YTS has experienced remarkable growth, expanding from managing $85 million in assets under management (AUM) with just four employees to overseeing $1.2 billion in AUM with a team of over 50 employees.

What makes YTS different than other financial firms? We break the mold of the typical 9-5 Corporate America employer and instead focus on problem solving for our clients and investing in our people.

What is YTS' Mission Statement? YTS is committed to enhancing lives across the nation, with a focus on service and creating a lasting, positive impact for future generations.

What are YTS' Core Values? Commitment to excellence, personalized service and problem-solving, and positivity.

Key Responsibilities:

• Manage document handling through scanning, emailing, faxing, and e-filing.
• Perform data entry with accuracy and attention to detail.
• Facilitate the opening of new accounts and oversee associated processes.
• Process and address account service requests promptly and efficiently.
• Answer client phone calls and provide professional support as needed.
• Utilize Microsoft Office Suite, Redtail CRM, and Monday.com for daily tasks and project management.
• Travel periodically to new office locations to support development initiatives.
• Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
• Complete additional tasks and projects as assigned.

Essential Skills for Success:

• Represent our core values.
• Strong ability to multitask in a dynamic environment.
• Exceptional communication skills, both verbal and written.
• Effective time management to ensure deadlines are met.
• Self-motivated with a proactive approach to tasks.
• Uphold professionalism and a consistently positive attitude.
• Collaborative team player with strong interpersonal skills.
• Quick-thinking and resourceful in solving problems.

Growth Opportunities:

• Engage in our community outreach events for networking and charities.
• Build relationships through direct client and advisor interactions.
• Work independently or collaborate with teams on a variety of projects.
• Access paid and reimbursed continuing education opportunities.
• Enjoy uncapped earning potential and career advancement.

Starting salary ranges from $45,000 - $60,000 per year. Relevant experience includes:

• Working with data entry, numbers, sensitive and confidential information
• Having relevant office experience
• Directly working in the financial services industry
• Experience working with our Broker Dealer, LPL Financial
• Education in finance, having financial certifications, and/or securities licenses

Benefits Effective Upon Hire:

• 9 Full paid holidays (if falling during Mon-Fri)
• Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
• Reimbursed travel expenses

Benefits (Effective upon completing 30-day initial training period):

• 10 days of Paid Time Off
• 401(k) dollar for dollar match up to 4%
• Maternity and Paternity leave
• Medical - Dental - Vision - HRA - Life Insurance

Observed Holiday's with Full Pay:

• New Year's Day
• Good Friday
• Memorial Day
• Independence Day
• Thanksgiving Day
• Day after Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve

Candidates must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.

Job Type: Full-time

Schedule:

• Monday to Friday
• Daylight shift
• Candidates should be open to some evening and weekend hours for networking opportunities, client appreciation events, and to support team initiatives.

Education:

• Bachelor's (Required)

Experience:

• Customer service: 2 years (Required)

Ability to Relocate:

• Export, PA 15632: Relocate before starting work (Required)
• Relocation expenses are not reimbursed
• Commute expenses are not reimbursed

Work Location: Full-time In person. Hybrid positions are not available.