Top 126 Advisor financial services Jobs in Allentown, Pa

Client Service Specialist
Ameriprise Financial —Allentown, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
3d
Wealth Management Trainee (PA)
Bankers Life —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative
Northwestern Mutual —Center Valley, PA
- $90,000 - $170,000 a year
- Choose your own hours
- Background check
- Bachelor's degree
- Criminal background check
- Health insurance
- Dental insurance
Quick Apply
Client Service Specialist
Transitions Wealth Management, LLC —Emmaus, PA
- From $19.75 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Research
Quick Apply
Technical Support Representative
Lutron Electronics Co., Inc —Center Valley, PA
- Weekends as needed
- Hybrid work
- Office
- Residential
- High school diploma or GED
- Health insurance
Records Representative
Northampton Community College —Bethlehem, PA
- Full-time
- Office
- 3 years
- High school diploma or GED
9d
Operations Associate
1847Financial —Allentown, PA
- From $25 an hour
- Part-time
- Hybrid work
- Background check
- Mid-level
- Administrative experience
Quick Apply
13d
Business Development - Compliance Solutions
ADP —Allentown, PA
- Full-time
- Military
- Business development
- 1 year
- Paid time off
- Benefits from day one
Denials Management Assistant, Part Time
St. Luke's University Health Network —Allentown, PA
- Part-time
- Microsoft Excel
- HIPAA
- Windows
Financial Wellness Associate
KeyBank National Association —Whitehall Township, PA
- $19.23 - $28.37 an hour
- 8 hour shift
- Computer literacy
- Mid-level
- Office
12d
Territory Sales Consultant, Bethlehem
IGS Energy —Bethlehem, PA
- $55,000 - $100,000 a month
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
Quick Apply
CNO Financial Advisor - Hybrid Remote (PA)
CNO Financial Group, Inc. —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Senior Outside B2B Sales Executive
Wholesale Payments —Pennsylvania
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Personal Lines Account Manager
Community Financial System, Inc. —Bethlehem, PA
- $22.60 - $33.93 an hour
- Full-time
- Hybrid work
- 18 years or older
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Private Client Banker - Emmaus Lehigh St Branch - (New Build) - Allentown, PA
JPMorganChase —Allentown, PA
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
4d
Independent Life Insurance Agent (1099)
HomeSale Insurance Services —Pennsylvania
- Contract
- Remote
- Background check
- Mid-level
- Communication skills
- Life insurance
Quick Apply
5d
Customer Service Specialist
Sharp Clinical Services —Allentown, PA
- Full-time
- Bachelor of Science
- Writing skills
- Mid-level
Annuity New Business Coordinator (Hybrid)
Guardian Life Insurance Company —Bethlehem, PA
- $59,110 - $88,660 a year
- Email
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Work from home
Practice Operations Associate
Vista Wealth Solutions —Center Valley, PA
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply

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Client Service Specialist

Ameriprise Financial -
Allentown, PA

Apply Now

Job Details

Full-time
3 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance

Qualifications

Confidential information handling
Customer relationship building
Managing clients in a customer support role
Financial services

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

The Client Services Specialist serves as a primary relationship manager for existing clients and plays a critical role in ensuring an exceptional client experience. This position is responsible for managing ongoing client service needs, preparing for client meetings, coordinating follow-up activities, maintaining workflow systems, and supporting advisors in delivering comprehensive wealth management services. The ideal candidate is client-focused, highly organized, detail-oriented, and committed to delivering proactive, responsive service.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Client Relationship Management:

Serve as the first point of contact for client inquiries via phone, email, and secure messaging.
Provide exceptional service and support to clients, ensuring timely responses and issue resolution.
Build positive relationships with clients and support the firm's commitment to delivering a high-touch client experience.
Coordinate client communications and follow-up activities.

Client Onboarding:

Facilitate the new client onboarding process from initial engagement through account setup.
Create and configure client access to secure client portals and technology platforms, including OmniView.
Prepare and send welcome packages, onboarding instructions, and required client communications.
Track onboarding progress and ensure all required documentation is completed accurately and promptly.
Coordinate with advisors and operations staff to ensure seamless onboarding experience.

CRM Administration & Data Management:

Maintain accurate and up-to-date client records within the CRM system.
Enter and update client information, meeting notes, service activities, and workflow tasks.
Monitor data integrity and conduct periodic audits of client records.
Support workflow management and help ensure client service requests are completed on time.
Generate reports and assist with tracking client service metrics.

Client Meeting Preparation & Follow-Up:

Prepare for client meetings by gathering required information, generating reports, and preparing necessary forms and documentation.
Coordinate meeting logistics and ensure advisors have all relevant materials prior to meetings.
Document meeting notes, action items, and client requests.
Manage post-meeting follow-up activities and ensure all outstanding items are completed accurately and on time.
Track progress of client service requests and communicate status updates as needed.

Qualifications:

Required

Minimum 2 years of experience in the financial services industry.
Minimum 2 years of client service or relationship management experience.
Excellent verbal and written communication skills with the ability to explain complex topics clearly.
Strong time management, organizational, and prioritization skills.
Ability to work independently while managing multiple deadlines and responsibilities.
Demonstrated attention to detail and commitment to quality.
Ability to maintain confidentiality and exercise discretion with sensitive client information.

Preferred

Experience working within a wealth management, financial planning, or investment advisory environment.
Familiarity with CRM systems and workflow management tools.
Intermediate proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Strong technical aptitude and ability to learn firm-specific software and systems.
Experience supporting client account maintenance and investment operations.

Core Competencies:

Client Focus
Relationship Management
Organizational Excellence
Attention to Detail
Effective Communication
Problem Solving
Process Improvement
Accountability
Team Collaboration
Professional Judgment

Benefits Included:

Ten (10) vacation days
Five (5) personal days
Three (3) sick days
Potential annual bonus of $2,500 (paid quarterly)
Potential year-end bonus of $2,500
13 Paid Holidays
Employer contribution of 2% of salary into a Simple IRA account after one (1) year of employment
Medical Benefits (currently employee pays 30% of expense, subject to annual review)
Dental & Vision Benefits

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

advisor financial services jobs in allentown, pa

Client Service Specialist

Wealth Management Trainee (PA)

Financial Representative

Client Service Specialist

Technical Support Representative

Records Representative

Operations Associate

Business Development - Compliance Solutions

Denials Management Assistant, Part Time

Financial Wellness Associate

Territory Sales Consultant, Bethlehem

CNO Financial Advisor - Hybrid Remote (PA)

Senior Outside B2B Sales Executive

Personal Lines Account Manager

Financial Services Professional - Hybrid Remote (PA)

Private Client Banker - Emmaus Lehigh St Branch - (New Build) - Allentown, PA

Independent Life Insurance Agent (1099)

Customer Service Specialist

Annuity New Business Coordinator (Hybrid)

Practice Operations Associate

I want to receive the latest job alert for advisor financial services in allentown, pa

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