Client Services Associate

About Us

Financial Group of Philadelphia is a family owned financial services firm built on trust, relationships and doing what is right for our clients. For generations, we have helped individuals, families and businesses plan their financial futures with care, integrity and personal attention. We are looking for someone who shares our values to help with the firms day to day operations.

We have a large footprint in our local community and we work in a fast-paced evolving environment.

Role Description

The client services associate supports client experience by providing exceptional client service, assisting in client relationship management and serving as administrative/operational support to our team and clients.

Qualifications/Skills

• Operations Management and Team Management skills
• College degree preferred
• Industry experience is a bonus; not required.
• Securities and/or insurance licensing or willing to obtain
• Self starter - decision-making abilities
• Strategic thinking and problem-solving skills
• Software and Microsoft office
• Detail oriented with strong organizational skills
• Morningstar/Redtail/Luma/Firelight experience

Compensation/Benefits/Schedule

• Strong competitive compensation with incentive compensation available (bonus)
• Full suite of retirement and health benefits
• On site Monday - Thursday. Friday remote until 12:30PM.
• July 4th - Labor Day weekend, office is closed on Fridays.
• Main office is located minutes away from I-95 - Newtown exit