Client Service Associate (Financial Services)

Job Overview – Client Service Associate (Financial Services):

Compensation: $50,000 – $60,000/year

Location: Montgomery County, PA

Schedule: Monday to Friday (In-Office)

Take on a key role as a Client Service Associate (Financial Services) with our client in Montgomery County, PA, supporting client operations and relationship management in a fast-paced financial environment. This in-office role is ideal for detail-oriented professionals with strong communication skills and prior experience in administrative or client service roles. You’ll manage schedules, coordinate meetings and travel, prepare deliverables, and ensure smooth daily operations.

Responsibilities as the Client Service Associate:

Client Documentation: Prepare and edit contracts, resumes, and reports for client delivery.

Administrative Support: Manage phones, calendars, correspondence, and digital filing systems.

Scheduling & Logistics: Coordinate meetings, travel arrangements, and event logistics.

Communication Management: Draft and track emails, follow-ups, and daily task lists.

CRM & Project Support: Update Salesforce (or similar CRM) and assist with cross-functional projects.

Qualifications for the Client Service Associate:

Education: Bachelor’s degree in Business, Finance, Communications, or a related field preferred.

Experience: 2-4 years of office or client service experience in a financial services, investment, or professional services environment.

Technical Skills: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook), with experience in Salesforce or another CRM required.

Skills & Attributes: Organized and detail-oriented with strong communication, interpersonal skills, and a proactive, team-driven approach to managing multiple priorities.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #45213