CLIENT SERVICE ASSOCIATE - EXPORT, PA

**Please send a link or attachment of your portfolio to info@ytswealth.com**

Our office environment can be described as modern, family-oriented, positive, and welcoming. The ideal candidate for this position will be a hard-working individual who wants to grow with this company.

‍Tasks for this position will include:
‍· Greeting clients
· Scheduling meetings
· Scanning, faxing, and e-filing client intake forms
· Preparing paperwork for meetings
· CRM data entry
· Taking incoming phone calls

Skills to succeed in this role include:
· Must be able to multi-task
· Excellent communication
· Efficient time management to meet deadlines
· Intrinsic motivation
· Maintain professionalism and a positive attitude
· Work well with other team members

‍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)
· Frequent team outings with pay

‍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

‍Job Type: Full-time

‍Pay: $40,000.00 - $55,000.00 per year

‍Benefits:
‍· 401(k) 4% Match
· 401(k) matching
· Dental insurance
· Health insurance
· Life insurance
· Paid time off
· Vision insurance

‍Schedule: Monday to Friday

‍Education: Bachelor's (Required)

Experience: Customer service: 2 years (Required)

‍Ability to Relocate: Export, PA 15632: Relocate before starting work (Required)

‍Work Location: In person