Jobs in the United States

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Added 2 mins ago
Coordinator of Neuroscience Programs (TPT)
Singing River Health System
Ocean Springs, MS
…other or different tasks performed as assigned. Education: Associate Degree in Nursing required. Bachelor's of Science Degree (BSN) or Master of Science Degree (MSN) from an accredited…
Added 2 mins ago
Associate Director, Oncology Key Accounts - Philadelphia/NJ
Merck
Jackson, MS
The Associate Director, Oncology Key Accounts is the main point of contact for our Company with large Oncology group practices and integrated delivery networks that have a focus on Oncology…
Added 3 mins ago
UO
Undergraduate Program and Events Professional
University of Colorado Denver
Boulder, CO
- $55,100 to $60,000 USD / year
Co-manage curriculum changes in coordination with the Associate Chairs, academic advisors, and the Undergraduate program professional.
Added 7 mins ago
Customer Service Representative
CK Circle K Stores Inc.
United States
Added 7 mins ago
Customer Service Representative
CK Circle K Stores Inc.
United States
Added 7 mins ago
Customer Service Representative
CK Circle K Stores Inc.
United States
Added 7 mins ago
Customer Service Representative
CK Circle K Stores Inc.
United States
Added 7 mins ago
Team Member
CK Circle K Stores Inc.
United States
Added 7 mins ago
Team Member
CK Circle K Stores Inc.
United States
Added 14 mins ago
Associate Director, Oncology Key Accounts - Philadelphia/NJ
Merck
Boise, ID
The Associate Director, Oncology Key Accounts is the main point of contact for our Company with large Oncology group practices and integrated delivery networks that have a focus on Oncology…
Added 26 mins ago
Client Service Associate
Bill Good Marketing
Butler, PA
…management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our…
Added 31 mins ago
BP
Pet Care Assistant
Banfield Pet Hospital
Arvada, CO
- $15 to $18 USD / hour
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Added 35 mins ago
Customer Service Representative
Circle K
Jacksonville, FL
Added 35 mins ago
Customer Service Representative
Circle K
Bastian, VA
Added 48 mins ago
BU
Assistant Safety Manager
Benchmark Utility Services
Shreveport, LA
- $76,000 to $90,000 USD / year
Help facilitate Job Hazard Analyses (JHAs), Pre-Task Plans, and Tailgate Safety Meetings
Added 48 mins ago
Evening Front Office Supervisor
Schulte Companies
Chapel Hill, NC
Promote teamwork and associate morale. Treat people with respect. Recognize associate successes.
Added 49 mins ago
BU
Assistant Safety Manager
Benchmark Utility Services
Sterling, VA
- $76,000 to $90,000 USD / year
Help facilitate Job Hazard Analyses (JHAs), Pre-Task Plans, and Tailgate Safety Meetings
Added 49 mins ago
BU
Assistant Safety Manager
Benchmark Utility Services
Fredericksburg, VA
- $76,000 to $90,000 USD / year
Help facilitate Job Hazard Analyses (JHAs), Pre-Task Plans, and Tailgate Safety Meetings
Added 49 mins ago
BU
Assistant Safety Manager
Benchmark Utility Services
Culpeper, VA
- $76,000 to $90,000 USD / year
Help facilitate Job Hazard Analyses (JHAs), Pre-Task Plans, and Tailgate Safety Meetings
Added 1 hour ago
Sales Associate
Petco Animal Supplies Stores, Inc.
Norman, OK
As a Sales Associate, you are at the heart of the Pet Care Center experience. You help pet parents find the right products and solutions for their pets while creating a welcoming, safe, and…
Added 1 hour ago
Sales Associate
Petco Animal Supplies Stores, Inc.
Larchmont, NY
As a Sales Associate, you are at the heart of the Pet Care Center experience. You help pet parents find the right products and solutions for their pets while creating a welcoming, safe, and…
Added 1 hour ago
Associate Director, Oncology Key Accounts - Philadelphia/NJ
Merck
Boston, MA
The Associate Director, Oncology Key Accounts is the main point of contact for our Company with large Oncology group practices and integrated delivery networks that have a focus on Oncology…
Added 1 hour ago
Group Leader- Seats Gold
Toyota Boshoku America Inc
Princeton, IN
…area, accomplishing department hoshin goals, and keeping on task with targets and implementation…
Added 1 hour ago
Manufacturing Group Leader
Toyota Boshoku America Inc
Jackson, TN
…area, accomplishing department hoshin goals, and keeping on task with targets and implementation…
Added 1 hour ago
Quality Control Group Leader
Toyota Boshoku America Inc
Lawrenceville, IL
…area, accomplishing department hoshin goals, and keeping on task with targets and implementation…

Bill Good Marketing

Client Service Associate

Butler, PA, United States

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Job details

Posting language: English
Posted: Oct 8, 2026

Original job description

If you thrive in a busy, people-first environment and you're looking for a role where no two days are the same, this might be exactly what you've been waiting for. Financial Essentials is a faith-based financial advisory firm in Butler, PA that has been serving clients since 1991. We've grown to nearly 1,000 clients and $262 million in assets under management, and we're still growing. We need a Client Service Associate who can keep up, stay calm, and genuinely care about the people walking through our door. This is not a quiet desk job. Our office is busy, our team is close-knit, and the work moves fast. If you love being at the center of it all and find real satisfaction in getting things done, you'll fit right in.

What You'll Do You'll be the operational backbone of our client service team. Day to day, that means:

Processing client service requests from start to finish: account paperwork, RMDs, money movement, transfers, and follow-ups
Managing appointments and calendar coordination across the team
Communicating with clients and keeping them informed on the status of their requests
Protecting advisor time by managing incoming tasks and filtering interruptions
Participating in brief daily team check-ins to keep everyone aligned across the office
Working inside our CRM-based workflow system, which is built to train you as you go

As you settle in, there's real room to grow. Depending on your background and goals, this role can expand into full operations management or, if you're licensed, into a Service Advisor role working directly with clients on their financial plans.

How to Apply Apply through this posting and include a resume. We'll be in touch quickly for candidates who look like a strong fit. The process includes a phone screen, a skills and personality assessment, and a shadow day so you can see exactly what you're walking into before you commit.

What We're Looking For

Must-haves:

Financial services experience; you should already know the language (RMDs, ACATs, transfers, account paperwork) without needing it explained from scratch
Strong task management skills; you can handle a high volume of work and know how to prioritize when everything feels urgent
Patience and composure in a fast-paced, frequently interrupted environment
Tech comfort; you don't need experience with our specific systems, but you need to learn new tools quickly and without stress
In-person availability; this role is based in our Butler, PA office, Monday through Friday

Nice to have:

Experience at a broker-dealer, RIA, or independent advisory firm
Active securities licenses (Series 7 or 65), or willingness to obtain them
CRM experience (any platform)

A note on culture: We're a faith-based team. Meetings often open or close with prayer. Caring for our clients and each other is built into how we operate. You don't have to share our faith, but you do need to be comfortable in that environment.

What You Get

Salary: $50,000-$62,000 to start, willing to go higher for the right candidate
401(k) with 5% employer match
$350/month health insurance stipend
PTO and all federal holidays
Relocation assistance available for the right out-of-area candidate
A team that genuinely looks out for each other, events that are genuinely fun (think hot air balloons and murder mystery dinners), and the kind of work culture that's hard to leave