Our office environment can be described as modern, family-oriented, positive, and welcoming. As a Client Service Associate within YTS' Integration Department, you are an advocate for advisors and their clients that stem from Mergers and Acquisitions.
Tasks for this position will include
- Scheduling meetings
- Scanning, faxing, and e-filing client intake forms
- Preparing paperwork for meetings
- CRM data entry
- Taking incoming phone calls
- Assist in meeting compliance standards
Skills to succeed in this role include:
- Multi-tasking
- Excellent communication
- Efficient time management to meet deadlines
- Staying organized
- Maintain professionalism and a positive attitude
- Work well with other team members
Pay starts at $58,700 per year. Experience includes:
- Office and front desk attendant experience
- Working with data entry, numbers, sensitive and confidential information
- Directly working in the financial services industry
- Experience working with our Broker Dealer, LPL Financial
- Education in finance, having financial certifications, and/or securities licenses
Benefits (Effective upon Date of Hire)
- 10 days of Paid Time off
- 12 weeks of full-pay Maternity Leave
- Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
Observed Holiday's with Full Pay:
- New Year's Day
- President's Day
- Good Friday
- Memorial Day
- Juneteenth
- Independence Day
- Labor Day
- Thanksgiving Day
- Day after Thanksgiving
- Christmas Eve
- Christmas Day
- New Year's Eve
*Must be able to pass a drug test, state background check, and federal fingerprinting. Those unable to pass are not encouraged to apply.
Job Type: Full-time
Pay: From $58,700.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Compensation package:
Schedule:
Education:
Experience:
- Customer service: 2 years (Required)
Ability to Relocate:
- Export, PA 15632: Relocate before starting work (Required)
Work Location: In person