Client Services Specialist
magellan financial insurance servicesBethlehem, PA
$50,000 - $60,000APPLY NOW
Client Services Specialist
magellan financial insurance servicesBethlehem, PA
yesterday
Occupations
Personal Financial AdvisorsFinancial Clerks, All OtherSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesAll Other Business Support Services$50,000 - $60,000
APPLY NOWAbout the role
Client Services Specialist Solid Ground Wealth Advisors · Bethlehem, PA ·Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist—a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.
Compensation: $50,000 - $60,000 Salary
What you'll do:
- Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
- Handle routine service requests—distributions, contributions, beneficiary changes, account updates
- Maintain accurate client records and workflows in our CRMGrow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
- Support seminars and client events
What we're looking for:
Exceptionally organizeddetail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information. Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.
Benefits:
- Health insurancePTO and paid holidays
- Retirement plan with employer match, and real room to grow.
- Apply now and let's have a chat!
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JOB OVERVIEW
Salary
$50,000 - $60,000
Experience level
Senior
Location
Bethlehem, PA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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