Client Service Associate

Join the Vicus Capital Team – Where Innovation Meets Impact Who We Are At 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 Associate Are 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 Doing Championing Operations: Supporting daily account maintenance and operational excellence Cultivating Relationships: Building strong, trusted relationships with our national network of financial advisors Navigating Success: Serving as the expert guide for advisors through complex paperwork and custodian process Optimizing the Future: Collaborating to sharpen our systems, streamline workflows, and elevate the overall client experience What You Bring Precision 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 Offer We 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 year Competitive 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. Salary/Compensation: $45,000 - $55,000 per year recblid kto4ty675h906g94xt7lwfly4uwd9i

Created: 2026-03-05