Good Life Companies · 2 months ago
Registered Client Service Specialist
Reading, PA
Full-time
Onsite
Entry, Mid Level
2+ years expGood Life Companies is a wealth management firm focused on helping clients achieve financial clarity and success. The Registered Client Service Specialist will support high-producing financial advisors by delivering personalized client experiences and assisting with various financial planning tasks.
Asset ManagementFinancial Services
Responsibilities
Assist advisors with financial planning tasks such as investment research, portfolio materials, and plan development
Coordinate client meetings, including scheduling, preparing agendas and summaries, entering data into the CRM, escorting clients, and managing follow-up tasks
Manage new business processing by preparing forms, securing signatures, tracking insurance applications, and coordinating rollovers
Support marketing and client engagement initiatives, including event logistics and compliance documentation
Complete operational duties such as account maintenance, trade execution, and transaction processing
Provide administrative support, including phones, expense reports, file setup, and client correspondence
Maintain accurate and compliant client records and documentation
Collaborate with internal and external teams to ensure smooth service delivery and client satisfaction
Proactively support relationship management by addressing client needs and building strong client relationships through clear communication
Identify process inefficiencies and recommend improvements to enhance onboarding and internal operations
Ensure adherence to all regulatory and firm compliance standards
Independently manage complex administrative and client service functions
Qualification
Required
2–4 years of relevant experience in a client-facing or financial services role
FINRA Series 7 and Series 63/65/66 (or ability to obtain within 90 days)
Experience working in a fast-paced, service-driven environment
Excellent analytical, communication, and time management skills
Highly organized, detail-oriented, and able to manage multiple priorities
Strong computer skills, including Microsoft Office and CRM platforms
Preferred
Bachelor's degree in Finance, Economics, Accounting, or a related field of study
Experience handling escalated client issues
Prior experience in a financial institution or investment firm
State insurance licenses (Life, Accident, Health, Variable) or the ability to obtain within 150 days
Company
Good Life Companies
Our mission is to help more Americans and business owners achieve their version of the Good Life.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Conor Delaney, CEO
Founder & Chief Executive Officer
Lee Alcorn
Chief Financial Officer
Recent News
2025-10-30
Company data provided by crunchbase