Top 40 Client experience associate Jobs in State College, Pa

Dedicated Client Services Associate
Vicus Capital —State College, PA
- $45,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Disability insurance
- Dental insurance
Quick Apply
13d
Client Success Associate - Remote
Care Options for Kids —State College, PA
- $23 - $25 an hour
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Client Experience Associate
PNC Financial Services Group —State College, PA
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
Wealth Management Client Associate
Bank of America —State College, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Associate
Bill Good Marketing —State College, PA
- $50,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- Profit sharing
- 401(k)
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Sales Associate - Training Provided
DSI —State College, PA
- $45,000 - $80,000 a year
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
- Profit sharing
- Paid training
Quick Apply
10d
Associate Attorney
Guardian —Pennsylvania
- $65,000 - $75,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Behavioral Health Associate - PRN
St. Joseph Institute for Addiction —Port Matilda, PA
- PRN
- CPR Certification
- Vital signs
- Addiction Medicine
Quick Apply
Associate Director Biostatistics
Penfield Search Partners —Pennsylvania
- 7 years
- English
- Office
Quick Apply
Jr. Sales Associate
Remember Me —State College, PA
- $22 - $25 an hour
- Full-time
- Background check
- Google Workspace
- Sales
- Health insurance
- Dental insurance
Quick Apply
Seasonal Stockroom Operations Associate
KOHLS —State College, PA
- From $16 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
21h
Assistant/Associate Director of Creative Design
Penn State University —University Park, PA
- $54,060 - $86,400 a year
- Weekends as needed
- Background check
- Management
- Mid-level
- Paid holidays
- Health insurance
6d
Store Associate
SHOE DEPT. ENCORE —State College, PA
- Merchandising
- Entry level
- Employee discount
Quick Apply
CNB Bank, Floating Universal Associate, Full Time
CNB Financial Corporation —Philipsburg, PA
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply
Associate Program Manager
Shearer Companies —State College, PA
- $21 - $24 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- English
Quick Apply
4d
Inventory Control Associate
Shearer Companies —State College, PA
- $16 - $18 an hour
- Full-time
- Microsoft Access
- Microsoft Outlook
- Writing skills
Quick Apply
3d
CNB Bank, Universal Associate, Full Time
CNB Financial Corporation —Kylertown, PA
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply
Tax Associate
H&R Block —Huntingdon, PA
- Weekends as needed
- Office
- Finance
- High school diploma or GED
3d
Store Associate
SHOE DEPT. —Burnham, PA
- Merchandising
- Entry level
- Employee discount
Quick Apply
Associate Attorney
The Halpern Law Firm —State College, PA
- From $75,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Health insurance
Quick Apply
10d

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Dedicated Client Services Associate

Vicus Capital
State College, PA

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Job Details

Full-time
$45,000 - $55,000 a year
13 days ago

Benefits

Disability insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Customer communication
Spreadsheets
Productivity software

Full Job Description

Join the Vicus Capital Team Where Innovation Meets Impact

Who We Are
At Vicus Capital, were not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, were on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture thats as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right wayand were looking for someone who shares that mindset.

Now Hiring: Dedicated Client Services Associate

About the Role

Are you highly organized, detail-oriented, and energized by solving problems while building meaningful professional relationships? Vicus Capital is seeking a Dedicated Client Services Associate (DCSA) to join our team in State College.

As a DCSA, you will serve as a trusted operational partner to financial advisors across the country, functioning as a seamless extension of their practice. Through our Dedicated Client Services Program, you will be assigned a portfolio of advisors and take ownership of their day-to-day operational needs, including account administration, paperwork processing, client data collection, and workflow management.

In this role, your work will have a direct impact on advisor success and client satisfaction. By managing critical operational responsibilities with accuracy, efficiency, and professionalism, you will enable advisors to spend more time strengthening client relationships and growing their businesses. If you enjoy working in a fast-paced environment, delivering exceptional service, and becoming an indispensable member of a team, this could be the opportunity for you.

Location: State College, PA (in-office)

What You'll Be Doing

Manage advisors calendars and client communication pipelines, including scheduling meetings, preparing meeting materials, coordinating follow-ups, managing email correspondence, and communicating directly with clients as needed.
Maintain accurate and organized digital client records by entering, updating, and managing sensitive information within the CRM system.
Process new account paperwork from start to finish, including completing client intake forms, confirming account setup, and supporting the ongoing maintenance of existing accounts.
Act as a subject matter expert on custodian processes, ensuring all documentation is accurately prepared, reviewed, and delivered to clients for timely completion and signature.
Build strong, trusted relationships with our nationwide network of financial advisors by serving as a responsive, dependable, and highly integrated extension of their team.
Partner with the operations team to improve processes, optimize workflows, and continuously enhance the advisor and client experience.
Support operational excellence by identifying opportunities for greater efficiency, consistency, and service quality across all client-facing and internal processes.

What you Bring

Exceptional attention to detail and organizational skills. You pride yourself on paperwork accuracy and rarely let things slip through the cracks.
Clear, confident, and professional communication skillsboth written and verbalwhether you are collaborating with an advisor or speaking with a client.
A self-starter attitude with a strong sense of accountability. You can shift gears quickly to manage multiple advisor workflows and competing deadlines.
Comfortable navigating various technology platforms. Proficiency in Microsoft Office (especially Excel) is required.
Familiarity with Redtail (or other CRMs) and prior experience in finance, banking, or wealth management is highly helpful, but we are willing to train the right person who has the aptitude and drive to learn paperwork processing.
A collaborative mindset, a resilient problem-solving attitude, and a genuine desire to help others succeed.

What We Offer

We believe great work comes from a great environment. Heres what you can expect as a valued member of our team:
This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 year
Competitive compensation based on experience.
Health, dental, and vision insurance.
Group life and short-term disability insurance.
401(k) plan with a safe harbor employer contribution.
A supportive, people-first culture where your work is valued and your growth is encouraged.

Sound Like the Right Fit?
If youre ready to bring your skills, energy, and commitment to a company that truly values what you do, wed love to hear from you.

Salary/Compensation: $45,000 - $55,000 per year

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Refine Your Search

client experience associate jobs in state college, pa

Dedicated Client Services Associate

Client Success Associate - Remote

Client Experience Associate

Wealth Management Client Associate

Client Service Associate

Sales Associate - Training Provided

Associate Attorney

Behavioral Health Associate - PRN

Associate Director Biostatistics

Jr. Sales Associate

Seasonal Stockroom Operations Associate

Assistant/Associate Director of Creative Design

Store Associate

CNB Bank, Floating Universal Associate, Full Time

Associate Program Manager

Inventory Control Associate

CNB Bank, Universal Associate, Full Time

Tax Associate

Store Associate

Associate Attorney

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