Client Service Associate

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As a Clients Service Specialist at Conte Wealth Advisors (CWA), you will be a key member of our Camp Hill, PA office, supporting the advisors with a combination of concierge-level service and essential administrative functions. CWA fosters a culture of excellence, integrity, and client-first values, striving to provide an exceptional experience to every client, every time.

You will be a highly visible representative of our firm, often serving as the first point of contact for clients and visitors. At the same time, you’ll work behind the scenes to support advisors in preparing for meetings, ensuring compliance, and managing follow-up tasks with care and accuracy. You’ll be integral to fostering client trust, streamlining processes, and maintaining a professional and welcoming environment.

Duties and Responsibilities:

Client Experience & Concierge Responsibilities

· Provide warm, professional front-desk coverage and greet all visitors and clients with enthusiasm.

· Answer and direct incoming calls on a multi-line system with professionalism and efficiency

.· Coordinate and manage advisor-client meeting schedules and ensure meeting spaces are properly prepared with refreshments (including placing and coordinating catering orders as needed), printed materials, and functioning technology.

· Proactively schedule, confirm, and reschedule client appointments in coordination with advisors, ensuring all parties are aligned and meeting cadences are maintained.

· Oversee office hospitality, ensuring a polished and welcoming environment in all public spaces.

· Support event planning and execution for client appreciation functions, seminars, and internal events.

· Manage mail, deliveries, and outgoing shipments.

Client Service Operations & Administrative Support

· Prepare and process custodial forms (e.g., account openings, transfers, distributions, beneficiary changes).

· Track account service requests through completion and follow up with custodians and vendors as needed.

· Input and update client data in CRM (e.g., Redtail) and ensure all documentation is audit-ready and compliant.

· Assist with document prep, scanning, data entry, and reporting to support advisor and client needs.

· Draft and send professional correspondence including confirmations, form instructions, and meeting follow-ups.

· Maintain accurate, up-to-date client files and track service workflows to prevent missed steps or delays.

· Identify opportunities for improving efficiency, accuracy, and the overall client experience; participate in internal improvement projects.

· Help develop, maintain, and improve Standard Operating Procedures (SOPs) for service workflows.

· Collaborate across functions with paraplanners, advisors, compliance, and operations teams to ensure seamless execution of client service.

Meeting Preparation & Follow-Up

· Run client reports and prepare review materials in advance of scheduled meetings.

· Coordinate with advisors to ensure they are fully prepared with planning documents, prior meeting notes, and key action items.

· Monitor post-meeting action items and follow through on implementation steps (e.g., form execution, status updates, scheduling next reviews).

Technology & Professional Development

· Proficiently use Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams) and CRM systems (Redtail preferred).

· Embrace new technologies and tools used within the firm; assist with onboarding and training others as needed.

· Stay informed on the basics of financial planning, investment operations, and custodial processes.

· Demonstrate a growth mindset and interest in furthering knowledge through continuing education or certifications (e.g., FPQP®).

Qualifications:

The requirements listed below are representative of the knowledge, skills, and abilities required for this role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

· Friendly, client-focused demeanor with a strong service orientation.

· Excellent written and verbal communication skills.

· Highly organized and detail-oriented with the ability to prioritize tasks and meet deadlines.

· Professional presence with discretion and sound judgment when handling sensitive information.

· Ability to work independently and collaboratively in a fast-paced, high-accountability environment.

· Confidence in problem-solving and managing multiple requests simultaneously.

· Flexibility to meet the needs of the firm, including occasional evening or weekend hours for events or special projects.

Key Characteristics:

· Self-starter: Takes initiative, works independently, and proactively solves problems.

· Collaborative mindset: Builds strong, positive relationships across the firm and with affiliated advisors.

· Integrity: Acts with honesty, transparency, and accountability in all interactions.

· Growth-oriented: Embraces continuous learning and drives innovation and improvement.

· Client-focused: Prioritizes the needs of advisors and clients, delivering exceptional service and support.

Education & Experience:

· 1–3 years of experience in a professional or client service environment; financial services preferred.

· High school diploma required; associate or bachelor’s degree preferred.

· Experience with CRM systems (Redtail or similar) and custodial platforms is a plus.

· Familiarity with virtual communication tools (Microsoft Teams, Zoom).

· Willingness to work occasional evenings or weekends for firm events.

Our Guiding Principles:

At Conte Wealth Advisors, our associates use four guiding principles: integrity, flexibility, commitment, and kindness, to deliver consistent, exceptional experience with every client and advisor engagement.

We expect our associates at all levels to:

· Grow professionally and inspire others to do the same.

· Embrace the ‘team’ concept.

· Make prompt, pragmatic choices and act with the client in mind.

· Take ownership and hold themselves and others accountable for delivering results that matter.

· Grow professionally and inspire others to do the same.

Compensation & Benefits:

· Competitive salary based on experience, with opportunities for bonuses and professional development

· Simple IRA with a company match up to 3%

· Health Insurance stipend up to $350 per month with proof of coverage

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person