Job Title:
Client Service Associate
Company: Vicus Capital
Location: State College, PA
Created: 2026-05-02
Job Type: Full Time
Job Description:
Join the Vicus Capital Team - Where Innovation Meets Impact Who We AreAt Vicus Capital, we're not your typical investment management firm. With over $2 billion in assets under management and a rapidly growing national presence, we're on a mission to redefine how financial advisors are supported. Headquartered in State College, PA, we offer industry-leading advisory platforms and a team culture that's as tight-knit and welcoming as it is high-performing. We believe in excellence, collaboration, and doing things the right way--and we're looking for someone who shares that mindset. Now Hiring: Client Service AssociateAre you someone who thrives on organization, loves solving problems, and enjoys building genuine relationships? Do you take pride in delivering top-notch work and being the person others count on to get things done? This is your opportunity to build a career with a firm that values your contribution. As a vital member of our State College operations team, you'll provide the essential background for financial advisors nationwide, ensuring their success through seamless execution and support.Location: State College, PA (in-office position) What You'll Be DoingChampioning Operations: Supporting daily account maintenance and operational excellenceCultivating Relationships: Building strong, trusted relationships with our national network of financial advisorsNavigating Success: Serving as the expert guide for advisors through complex paperwork and custodian processOptimizing the Future: Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience What You BringPrecision Focus: Exceptional attention to detail and organizational skills.Articulate Communication: Clear, confident and professional communication--both written and verbal.Proactive Ownership: A self-starter attitude with a strong sense of ownership and follow-through.Team Spirit: A collaborative mindset and a genuine desire to help others.Tech Fluency: Comfortable with navigating Technology, especially with Microsoft Office (Excel in particular).Background: Familiarity with Redtail (or other CRMs) and experience in finance, banking, or wealth management is helpful, but not required. What We OfferWe believe great work comes from a great environment. Here's what you can expect as a valued member of our team:This is a full-time in office salaried position; 8:00am-5:00pm with opportunity to flex your hours after 1 yearCompetitive compensation based on experience.Health, dental, and vision insurance.Group life and short-term disability insurance.401(k) plan with a safe harbor employer contribution.A supportive, people-first culture where your work is valued and your growth is encouraged. Sound Like the Right Fit?If you're ready to bring your skills, energy, and commitment to a company that truly values what you do, we'd love to hear from you.SalaryCompensation: $45,000 - $55,000 per yearrecblid 66lnz5ha5lte4r1e03otsmsryhi7kz