Client Services Representative

Job DescriptionJob Title: Relationship Manager, Plan Advisory Services Department: VFICReports to: Vice President and Chief Compliance Officer FLSA Status: Exempt___________________________________________________________________________________________Job Summary: The Relationship Manager, Investment Advisory Services assists with client service, investment performance and ad-hoc reporting, and client account maintenance for both prospective and existing investors with VFIC. The position also provides ongoing support for both the Operations Team and the VFIC Investment Advisors. Essential Duties and Responsibilities include the following (other assignments, projects and duties may be assigned):• Prepares monthly/quarterly reporting for clients• On-demand reporting, as needed or requested• Tax reporting (year-end, ongoing gain/loss, etc.)• Research/resolves client issues, questions, and paperwork requests as needed• Prepares ad hoc reports• Maintains/produces investment details and income reports• Maintains updated manager commentary• Monitors and maintains client transactions and activity• Maintains manual accounts• Creates reports by accessing information from various investment sources• Serves as a client liaison• Collaborates with team members and advisors to promote efficiency in processes and workflowsQualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience:• Bachelor’s degree required.• One to three years of work experience in a business setting. Prior financial services industry experience preferred• Strong written and verbal communication skills• Strong organizational skills (in physical and digital data)• Ability to set and manage priorities, adjust workflows and meet deadlines• Ability to learn new and changing systems. Familiarity with Morningstar Office, client CRM systems, and investment custodian reporting technology preferred.• Proficiency in Microsoft Office• Proven ability to practice discretion in confidential mattersWork Environment:This job operates in a professional office environment. The role routinely uses standard office equipment. Summary of Benefits:• Unlimited vacation under our generous open paid time off policy, coupled with the attitude “when you’re away, you’re away!” so each employee can refresh when they take time off• 100% paid medical benefits for single coverage, with an annual contribution of $3,000 to the employee-owned HSA, which vests immediately upon contribution• Employer-sponsored 401k plan, employer match of 50% of up to 6% employee deferrals which vests immediately upon contribution• Flexible work environment with a hybrid schedule of 4 in-office days, and 1 remote day per week• Mandatory 2-week, fully paid sabbatical for employees upon 5-year anniversary, 4 weeks upon 10-year anniversary, and 6 weeks for each subsequent 10-year anniversary• Focus on continuous training and education, including tuition reimbursement• Company-sponsored charitable giving fund, matching employee charitable contributions up to $500 annually, in addition to supporting causes our employees are passionate about• 11 paid company holidays each year – following the NYSE holiday schedule• Awarded Best Places to Work in PA four years in a row (2023, 2022, 2021, and 2020)• Being a meaningful member of our growing, and constantly evolving team, where we take pride in each other and the service we provide to our clients, supporting each other with compassion, respect, and enthusiasm for successCompany:Valley Forge Financial Group was founded in 1967 to assist business owners and their families with life insurance analysis, along with robust estate and wealth transfer planning. Some 50-plus years later, our organization has grown to serve hundreds of clients, providing professional services in the following areas:• Life Insurance and Estate Planning• Wealth Management and Investment Advisory Services for Individual and Institutional Investors• Private Equity and Private Real Estate Investments• Third-Party Qualified Retirement Plan Design, Administration and Compliance• Multi-generational Family Office ServicesOur team of professionals serves a national clientele, with an emphasis on lasting relationships.