Client Service Associate
Smoker Wealth Management LLC
Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. With offices in Leola and Ephrata, our team is committed to exceptional client service, lasting relationships, and helping clients pursue their financial goals.
Position Overview
Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors. This role helps ensure a seamless client experience through account administration, accurate records, client communications, and event support.
The ideal candidate is organized, service-minded, and comfortable managing multiple priorities in a fast-paced environment. Financial services experience is preferred, but we are willing to train a motivated professional eager to grow in wealth management.
Requirements
Qualifications
Required
- Strong verbal and written communication skills, including professional business correspondence.
- Excellent attention to detail, organization, and ability to manage multiple priorities.
- Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams.
- Ability to learn new technology, adapt to chan
