Client Service Associate

Doylestown, PA


Invictus Wealth Management, located in Doylestown, Pennsylvania, is searching for a Client Service Associate to join their growing wealth management practice.

The Client Service Associate (CSA) position plays a critical role in the overall success of the practice by developing a deeper, more meaningful connection with our clients. The administrative team is responsible for enhancing the client experience, as the CSA is the first point of contact when clients call or visit the office. As a CSA, you will focus on providing high-quality service to all clients, while also assisting with administrative and operational support. Ideal candidates have excellent time management and problem-solving skills, demonstrate care and warmth when communicating with clients, operate with great attention to detail, take pride in their work, and have a desire to learn and grow.

If you are searching for a position with endless growth opportunities, with a company that is ready to invest in you, this position may be the opportunity you are looking for!

Essential Duties and Responsibilities
  • Responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
  • Responsible for accurately answering initial questions from perspective or new clients
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
  • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
  • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
  • Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests

Required Qualifications
  • Bachelor or Associates degree preferred; completed college coursework in conjunction with work experience will also be considered
  • 2- 3 years industry experience is required
  • Series 7, 66 and/or 63/65 required OR willingness and ability to obtain licenses to support professional growth

Desired Traits
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions

More about Invictus Wealth Management

Invictus Wealth Management, an affiliate of Wells Fargo Financial Network, has a mission is to deliver wealth management service based on integrity, trust and personal service. The team places significant importance on their responsibility to act in their clients’ best interests as they guide successful individuals, business owners and multi-generational families through investment, tax, retirement, trust, insurance, estate, charitable and beneficiary planning. They have built long-lasting relationships with clients through strong bonds of community and friendship and create plans to help them achieve their vision for the future.

A team of advisors made up of a CFA, two CFP’s and a CDFA is rare and this is what makes them unique. Between the three advisors, they feel they are able to cover every financial aspect of their clients' lives.


Qualified and energetic candidates who wish to be considered for the Client Service Associate are encouraged to submit a current resume to

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