Client Service Associate

Location: Allentown, PA (In-Office)

Type: Full-Time

Salary: Commensurate with experience, $60,000 - $80,000

Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned Sabbatical

About Us

Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.

We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.

About the Role

The firm is seeking a Client Service Associate (CSA) who will play a critical role in delivering exceptional service to clients while providing operational and administrative support to the advisory team. Acting as a liaison between clients and advisors, this role ensures client requests are addressed promptly and accurately while contributing to an outstanding client experience. The CSA directly supports the work of Wealth Advisors by managing service workflows and creating capacity for deeper client relationships.

What You’ll Do

Be the first point of contact for client service requests, supporting their needs with professionalism and discretion.
Prepare and process account paperwork and service requests, including money movement, new account openings, transfers, rollovers, and account updates.
Communicate with clients, prospects, and the advisory team verbally and in writing to ensure timely, accurate, and professional service.
Manage client information by maintaining accurate records in Salesforce and other technology platforms, organizing files, and securely handling documentation.
Prepare reports and documentation in support of client meetings.
Assist with projects designed to enhance the client experience, including firm-hosted events and engagement initiatives.
Collaborate with colleagues to uphold the firm’s high standards of service, compliance, and fiduciary care.

What We’re Looking For

Minimum associate degree with at least five years of experience in financial services.
Proficiency in Microsoft Word, Excel, and Outlook.
Familiarity with CRM software (Salesforce preferred) and cloud-based environments.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
High level of discretion and ability to maintain confidentiality in handling sensitive information.
Team-oriented, collaborative approach with the ability to work effectively in a small company environment.

Why Morton Brown

Direct access to firm leadership and mentorship.
A culture that values curiosity, growth, and collaboration, inside the office and in the community.
Opportunity for professional education and development.
Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical.
The chance to make an impact that matters with clients, colleagues, and your community.

Why the Lehigh Valley?

The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.

Morton Brown Family Wealth is an Equal Opportunity Employer

Morton Brown Family Wealth jobs

Client Service Associate