Client Service Administrator (Financial Services)

Location: In-office in Hummelstown, Pennsylvania, United States

Salary: $15–17 per hour, depending on experience

Company

Roots Financial Group is an established financial services practice serving clients through hirify.global.

What you will do

• Answer incoming calls, respond to general questions, and gather client needs.
• Maintain client information and interactions in CRM systems, including Salesforce.
• Schedule client meetings with Financial Advisors and prepare related documentation, agendas, and reports.
• Communicate post-meeting summaries, follow-ups, and action items to clients.
• Complete basic policy and account update forms and research client inquiries.
• Support office administration, mail processing, events, social media, branding, and a welcoming client environment.

Requirements

• Customer service experience; 2+ years preferred.
• Strong computer skills and familiarity with Microsoft Word, Excel, PowerPoint, Salesforce, and other business tools.
• Ability to manage multiple tasks, interruptions, and competing timelines while maintaining high-quality work.
• Ability to protect sensitive and confidential information.
• Availability to work in the Hummelstown office is required.
• Background verification and FBI fingerprint-record review are required as part of the hiring process.

Culture & Benefits

• Full-time, in-office work supporting long-term client relationships and proactive customer service.
• 11 office holidays.
• Simple IRA with employer match after one year of service.