Client Services Coordinator / Customer Service Representative

Mount Joy, Pennsylvania
May 03, 2021
Jun 02, 2021
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance.  A well-established and reputable organization, Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions.  As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management.  This family-oriented team strives to build long-lasting relationships and walk alongside clients throughout life’s journey.    

Stewardship Advisors is seeking a full-time Client Services Coordinator / Customer Service Representative to provide outstanding client care and exceptional administrative support to the organization.  This position will be responsible to deliver the highest level of customer service to both external clients and internal colleagues.  Additionally, the Client Services Coordinator / Customer Service Representative will accomplish a variety of office tasks such as communication, scheduling, report preparation, document processing, and other firm logistics.  This position offers an excellent opportunity for an energetic, self-motivated individual to make an impact as part of the collaborative team. The successful candidate will possess a willingness to learn and a heart for serving others.

Client Services Coordinator / Customer Service Representative Position Qualifications:

  • Demonstrated successful customer service experience, essential
  • Proficiency with technology including MS Office Suite, required.  CRM software experience, a plus
  • High School diploma, required.  Continuing education, desired
  • Excellent communication skills, both written & verbal
  • Interest and/or knowledge of the Wealth Management industry, a plus
  • Demonstrated community involvement, strongly preferred

Please forward resume and cover letter to our consultants: