Client Service Associate

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.