Senior Client Service Associate – Full Time

Fort Washington, Pennsylvania

About the Job

Do you have a welcoming personality, an eye for detail, and enjoy providing exemplary customer service? If so, we want to hear from you! From providing an unforgettable first impression to the firms’ prospective clients to assisting current clients with their general account needs, you will be an integral part of a goal-oriented team! Located in Fort Washington, Pennsylvania our client, Samson Wealth Management Group, is a well-established Financial Services Firm looking for candidates who possess the following:

Desired Traits
  • Possesses a strong work ethic and morals; is driven and motivated to enhancing their industry knowledge through hands on experience and evolving industry knowledge
  • 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
  • Ability and willingness to learn and effectively utilize new technologies as requested and required
  • Detail oriented and demonstrates a commitment to accuracy, confidentiality, and delivers high quality work consistently
  • Must have the ability to work both independently and in a group setting

Required Qualifications
  • Bachelor’s Degree preferred; completed college coursework in conjunction with work experience will also be considered
  • 5+ years of professional work experience in the industries of finance or brokerage required
  • FINRA Series 7 preferred and/or the ability to successfully complete the exam
  • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel

Compensation and Benefit Highlights
  • Friendly, business casual environment where everyone shares the common goal of amazing customer service and client satisfaction
  • 401(k) and profit-sharing plan
  • Employee Welfare Benefits (Medical/Dental)
  • Paid Holidays and Time Off
  • Standard business hours of 8am-5pm Monday-Friday


To be considered for the Sr. Client Service Associate position, submit your current resume to with the subject line: Fort Washington, Pennsylvania. Questions regarding the position may be directed to Please Note: Calls or inquiries directed to the firm will not be addressed.

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