About this opportunity
Magellan Financial & Insurance Services, Inc. lists this Client Services Specialist opportunity in bethlehem, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Services Specialist
Solid Ground Wealth Advisors · Bethlehem, PA ·
Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist —a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.
Compensation: $50,000 - $60,000 Salary
What you'll do:
Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
Handle routine service requests—distributions, contributions, beneficiary changes, account updates
Maintain accurate client records and workflows in our CRM
Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
Support seminars and client events
What we're looking for:
Exceptionally organized
detail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information.
Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.
Benefits:
Health insurance
PTO and paid holidays
Retirement plan with employer match, and real room to grow.
Apply now and let's have a chat!
Worksite address
bethlehem, PA, 18020, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.