Smoker & Company LLC · 5 hours ago
Registered Client Service Associate
Ephrata, PA
Full-time
Onsite
New Grad, Entry LevelSmoker Wealth Management, LLC is a prestigious financial services firm based in Lancaster, PA, seeking a motivated Registered Client Service Associate. In this role, you will serve as a liaison between clients and financial advisors, ensuring exceptional service and client satisfaction while assisting with account management and transactions.
AccountingFinancial Services
Responsibilities
Act as the primary point of contact for clients, responding to inquiries and providing information about their accounts
Support financial advisors by preparing reports, processing account transactions, and maintaining compliance documentation
Build and maintain strong relationships with clients to ensure their needs are addressed promptly and accurately
Assist clients with account openings, transfers, and related activities
Maintain accurate and up-to-date client records within Redtail CRM and Imaging systems
Ensure confidentiality and security of client information as per company policies and industry regulations
Help organize client events and marketing initiatives to enhance client engagement
Participate in process improvements to enhance operational efficiency and client service
Other duties as assigned
Qualification
Required
Exceptional interpersonal and communication skills, both verbal and written
Proven ability to manage multiple tasks efficiently while maintaining attention to detail
Strong proficiency in Microsoft Office Suite and CRM software, particularly Redtail
Ability to pass a criminal and financial background check
Preferred
Previous experience in a client service or financial advisory role is highly preferred
Benefits
Medical, Dental, Vision Insurance
401K Match
Opportunities for professional growth and career advancement
Company
Smoker & Company LLC
Smoker & Company has built an outstanding reputation for providing the highest standards of quality service to our clients.
Founded in 1982
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David M. Wiener, CPA
Partner
Company data provided by crunchbase