Permanent Client Services Associate in KOP - Up to 52k!

Location: King of Prussia
Posted on: June 23, 2025

Job Description:

Our client, a successful financial services firm, is seeking a Client Services Associate to join their team on a permanent placement! The ideal candidate will possess exceptional interpersonal, active listening, and problem-solving skills, coupled with a passion for assisting others. About You: Thrive in a fast-paced, deadline-driven environment while handling confidential client data with a high level of accuracy and discretion. Proficient in Microsoft Excel, with the ability to review, format, and distribute client Review Summaries accurately and on time. Strong organizational and multitasking skills, including the ability to update client files, perform data entry, and make quick revisions to documents. Excellent communication and collaboration skills; required to attend daily 8:00 AM meetings and coordinate effectively with internal teams. Prior administrative experience preferred; must demonstrate attention to detail, adaptability to evolving processes, and a proactive mindset toward procedural improvements. About the Job: Work efficiently in a fast-paced, deadline-driven environment while maintaining strict confidentiality of sensitive client data. Review and format Microsoft Excel spreadsheets for accuracy; print and distribute Review Summaries to independent advisors on schedule. Participate in daily 8:00 AM Client Services meetings to align on appointment schedules and ensure timely completion of review documents. Update and organize client files, perform ad-hoc data entry tasks, and make real-time adjustments to Review Summaries as needed. Contribute to process improvements by reviewing and recommending updates to procedures, manuals, and system enhancements. This role presents an excellent opportunity for a candidate who is people-oriented and keen on making a difference within a reputable company. This role is 40 hours per week with required Saturdays. It is a permanent position paying up to 52,000 per year, depending on experience. To be considered, please apply today with a Microsoft Word Document version of your resume! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Keywords: , West Orange , Permanent Client Services Associate in KOP - Up to 52k!, Accounting, Auditing , King of Prussia, New Jersey