CURRENT OPENING:  Client Service Associate

  • Preparing and processing client paperwork within the Schwab platform, utilizing DocuSign.
  • Scanning and filing client paperwork in company Share Point.
  • Working with clients to address concerns or issues; either on the phone, in-office or zoom.
  • Use of our software programs for clients’ needs.
  • Notetaking in Redtail CRM to ensure that all correspondence is captured, especially if another co-worker needs to be filled in on task progress during your absence.



  • Customer service: 1 year
  • Service in the financial planning, CPA, Paraplanning fields or equivalent (Preferred)
  • Knowledge of software programs such as eMoney, Riskalyze, Redtail, Albridge, Zoom, Microsoft, Pershing, Schwab, or Advyzon desired.
  • Ability to multi-task and complete tasks in assigned time frame.
  • Ability to prioritize tasks if this is not done for you
  • Attention to detail in an effort to avoid mistakes and the possible need to go back to the client.
  • Pleasant phone etiquette (our clients are used to being treated like family).


Compensation and Benefits

  • Salary: $50,700.00 - $55,700.00 per year
  • 401(k)
  • 401(k) matching
  • Holiday Pay (All Federal Holidays, including office choice of Black Friday and Good Friday)
  • Paid Time Off (Accrual per pay period during the first 2 years, then an allotted amount for time of service)
  • Discretionary Bonus
  • Work From Home policy (when applicable)



  • Full-time
  • 8 hour shift
  • Monday to Friday



On-site: Montgomeryville, PA 18936: Reliably commute (Preferred) or planning to relocate before starting work

Prime location just passed the 5-Points intersection of routes 202, 309 and 463