Client Services Specialist

Client Services Specialist

Solid Ground Wealth Advisors · Bethlehem, PA ·

Solid Ground Wealth Advisors is a growing independent financial advisory firm helping individuals and families move from building wealth to living from it. We're adding a Client Services Specialist—a polished, organized, proactive team member who becomes a key point of contact for our clients. This isn't a receptionist role; the people who thrive here are "Swiss Army knives" who learn multiple functions and grow more valuable over time.

Compensation: $50,000 - $60,000 Salary

What you'll do:

• Be a primary contact for calls, scheduling, and follow-up with prospective and existing clients
• Handle routine service requests—distributions, contributions, beneficiary changes, account updates
• Maintain accurate client records and workflows in our CRM
• Grow into new-business processing (Charles Schwab account openings, annuity applications via FireLight)
• Support seminars and client events

What we're looking for:

• Exceptionally organized
• detail-oriented, warm, and teachable, with strong communication skills and discretion around confidential information.
• Administrative, client-service, banking, insurance, or financial-services experience is preferred; direct advisory experience is a plus but not required.

Benefits:

• Health insurance
• PTO and paid holidays
• Retirement plan with employer match, and real room to grow.

Apply now and let's have a chat!