Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 67 days ago

Client Service Associate

Workable (global search)107,990 open roles

Where
Ephrata, PA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Service AssociateWorkable (global search) · Ephrata, PA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 6 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 67 days ago

Workable (global search) median: 6 days open

The posting

Smoker Wealth Management LLC

Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment management, and wealth advisory services throughout Central Pennsylvania. With offices in Leola and Ephrata, our team is committed to exceptional client service, lasting relationships, and helping clients pursue their financial goals.

Position Overview

Smoker Wealth Management, LLC is seeking a professional, detail-oriented Client Service Associate to serve as a key client contact while providing administrative, operational, and compliance support to Financial Advisors. This role helps ensure a seamless client experience through account administration, accurate records, client communications, and event support.

The ideal candidate is organized, service-minded, and comfortable managing multiple priorities in a fast-paced environment. Financial services experience is preferred, but we are willing to train a motivated professional eager to grow in wealth management.

Requirements

Qualifications

Required

  • Strong verbal and written communication skills, including professional business correspondence.
  • Excellent attention to detail, organization, and ability to manage multiple priorities.
  • Proficiency with Microsoft Office, including Word, Excel, Outlook, and Teams.
  • Ability to learn new technology, adapt to changing processes, and maintain confidentiality.
  • Ability to successfully pass criminal and financial background checks.

Preferred

  • Experience in financial services, wealth management, banking, insurance, accounting, or a related business environment.
  • Familiarity with investment terminology, CRM systems such as Redtail, document imaging, or electronic records management.
  • Industry registration or securities licenses are a plus, such as SIE, Series 7, Series 66, or equivalent.
  • Prior experience supporting advisors, financial professionals, or client service teams.

Desired Skills and Attributes

  • Exceptional client service, relationship-building, and communication skills.
  • Professional, positive, team-oriented, and self-motivated.
  • Strong problem-solving, critical-thinking, accuracy, and follow-through.
  • Adaptable, responsive, and able to prioritize competing responsibilities.

Key Responsibilities

Client Service and Relationship Management

  • Serve as a primary client contact, providing prompt, professional, and courteous service.
  • Build strong client relationships and respond to inquiries in person, by phone, and electronically.
  • Assist with account-related questions and escalate complex matters to Financial Advisors when appropriate.
  • Provide a welcoming, professional experience for clients and visitors.

Advisor Support and Account Administration

  • Support Financial Advisors with daily administrative, scheduling, and operational activities.
  • Prepare reports, forms, paperwork, and documentation for meetings, reviews, and account activity.
  • Process account openings, transfers, asset movements, deposits, and other transactions.
  • Manage workflows to ensure timely completion of client requests and service needs.

Compliance and Record Management

  • Maintain accurate client records in Redtail CRM, imaging systems, compliance logs, and related records.
  • Ensure documentation and transactions follow company policies and regulatory requirements.
  • Maintain strict confidentiality and security of client information.
  • Support compliance initiatives and administrative requirements as directed.

Marketing, Events, and Operational Support

  • Prepare client mailings, communications, and marketing materials in accordance with compliance guidelines.
  • Assist with client appreciation events, educational seminars, and marketing initiatives.
  • Support office operations, administrative functions, and process improvement efforts.
  • Collaborate with team members and perform other duties as assigned.

Benefits

Why Join Us

This is an excellent opportunity to join a respected, growing wealth management firm where client service is central to everything we do. The Client Service Associate supports advisors, strengthens client relationships, and helps ensure efficient day-to-day operations.

The position offers opportunities for professional growth, continued learning, and advancement based on performance.

Compensation and Benefits

Smoker Wealth Management LLC offers a competitive compensation and benefits package, including:

  • Competitive salary range of $24-$35 per hour (based on experience).
  • Medical, dental, and vision insurance.
  • 401(k) retirement plan.
  • Paid time off and paid holidays.
  • Professional development and career advancement opportunities.
  • Supportive and collaborative team environment.

Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibit discrimination and harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local law

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.