Job Description

Ambassador Advisors, a Christian financial advisory firm, is currently seeking a full-time, entry-level Client Service Associate. The person in the position provides key administrative support to clients and financial advisors. This position would be a good fit for someone who is a team player, respectful, proactive, tech-savvy, and detail-oriented. Excellent written and verbal communication skills, as well as proficiency with MS Word and Excel is expected. A high volume of reports, service forms, and applications are processed in preparation for and in follow-up to client appointments. Financial industry experience is helpful, but not required.

BENEFITS PACKAGE

The firm offers a robust benefit package, which includes:

• 100% company-paid employee health insurance (high-deductible health plan)
• company contribution to health insurance premiums for spouses and dependents
• $2,000 annual company contribution to employee’s health savings account
• voluntary dental and vision insurance
• company-paid disability and group life insurance
• 401(k) with a 3% company automatic contribution
• company-wide bonus based on firm revenue and individual performance
• 15 days of Paid Time Off; 10 Paid Holidays; 2 Paid Service Days
• frequent team building events and activities
• nonprofit gift matching of up to $250 per team member per calendar year
• professional photography
• weekly (optional) team devotions
• company-paid professional development program
• robust family medical leave policy
• Growth opportunities and promotion from within. From the starting role of Client Service Associate, we now have team members who have advanced to the following roles: Client Relationship Manager, Financial Advisor, Senior Operations Associate, and Director of Team Development.
• Convenient office location with immediate highway access, green space, and restaurants very nearby

To apply, please use this link: https://bit.ly/AMB_ClientServiceAssociate

Company Description

Ambassador Advisors is an independent Christian investment and wealth advisor dedicated to helping others maximize their stewardship of God’s resources. Ambassador serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. Our team helps clients accomplish their goals by providing customized, objective investment management and wealth planning strategies. Serving clients since 1990, Ambassador is headquartered in Lancaster, Pennsylvania, with offices in Binghamton and Painted Post, New York, and Fort Myers and Naples, Florida. Ambassador oversees approximately $800 million in assets.