client service analyst

Gross & Hartman Investments LLC

About G&amp;H InvestmentsLocated in Leola, just outside Lancaster, G&amp;H Investments offers a refreshing alternative to large financial firms. For more than 35 years, we&rsquo;ve delivered investment guidance grounded in integrity, insight, and personalized service. Today, we manage over $500 million in assets for clients across the country.Our services meet clients wherever they are in their financial journey and include: Investment Management &amp; Consulting, Asset Allocation &amp; Portfolio Analysis, Retirement Planning, Manager Selection, Risk Analysis, and College Savings Strategies. Every strategy is customized &mdash; never cookie-cutter &mdash; and tailored to each client&rsquo;s unique goals.We serve a diverse range of clients, from young professionals investing for the first time to ultra-high-net-worth families managing complex wealth.Founded by Don Gross more than 35 years ago, the firm is built on trust, personalized care, and long-term success. Today, that legacy continues under Bret Hartman, CFA, who trained under Don and leads with a client-first philosophy &mdash; balancing time-tested principles with modern financial strategies.About the PositionG&amp;H Investments is seeking a motivated Investment Analyst to work closely with our Portfolio Managers and Client Service Analyst to help clients achieve their long-term financial goals. This role offers hands-on experience across the investment management process, including asset allocation, risk analysis, due diligence, and ongoing portfolio monitoring. The analyst will also support client service functions and gain a deep understanding of the RIA landscape.Key Responsibilities&middot; Support and enhance existing client service workflows&middot; Evaluate client investments through an organized, detail-oriented process&middot; Maintain asset allocation models and assist with portfolio rebalancing&middot; Utilize financial, tax, and investment reporting software&middot; Participate in frequent meetings with Portfolio Managers to optimize portfolios and generate new ideas&middot; Collaborate with our network of client accountants&middot; Prepare and maintain due diligence reports&middot; Continuously monitor and optimize client investment portfolios&middot; Build industry relationships to source new investment ideas&middot; Conduct investment research across multiple asset classes&middot; Improve and refine internal investment processes&middot; Assist with the preparation of client investment reports&middot; Perform day-to-day administrative tasks as needed&middot; Work closely with select high-net-worth (HNW) clientsQualifications&middot; Undergraduate degree required&middot; A commitment to complete appropriate securities exams (Series 65, within 6 months)&middot; Minimum 2+ years of relevant investment or financial experience&middot; Potential professional certification development &ndash; (CFP, CFA)&middot; Demonstrated investment acumen and understanding of key concepts and strategies&middot; High integrity, strong work ethic, and intellectual curiosity&middot; Proactive mindset with interest in long-term career growth within the investment industryCompensation &amp; Benefits&middot; Competitive salary&middot; Profit sharing&middot; Retirement benefits&middot; Paid Time Off (PTO)Job Type: Full-timePay: $65,000.00 - $80,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Physical Setting:<ul><li>Office</li></ul>People with a criminal record are encouraged to applyEducation:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Financial analysis: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Leola, PA 17540 (Required)</li></ul>Work Location: In person

Investment Analyst

Fragomen

<div>Job Description
About the Role: Fragomen&rsquo;s Business Immigration Analyst position will provide you with the opportunity to make an immediate impact on our business, as well as offering training, development, and long-term growth opportunities. Fragomen&rsquo;s exclusive focus on immigration means you will work in an exciting, dynamic, and challenging atmosphere with people who are passionate about immigration. Providing world class client service and industry leading technology solutions, Fragomen helps our clients to navigate the complex world of global immigration to better achieve their goals.
How will you make a difference as a Business Immigration Analyst at Fragomen?
<ul><li>Learn about the various types of immigration matters and build knowledge of firm, immigration case types and client processes.
</li><li>Perform tasks related to case preparation and filing of petitions with government agencies, including document gathering, document review, case drafting, and case filing.
</li><li>With the guidance of your supervisor, communicate with foreign nationals and client contacts, providing clear and prompt responses regarding case status or other general inquiries.
</li><li>Meet assigned deadlines that adhere to Service Level Agreements (SLAs) and communicate case progress, status, escalations to supervisor.
</li><li>Compile and summarize large quantities of data within case management systems for reporting to clients, managers and team.
</li><li>Understand and contribute to team and individual productivity goals.
</li><li>Demonstrate flexibility and initiative.
</li><li>Follow documented firm standards and policies to mitigate risk and ensure regulatory, operational and client compliance (e.g., following Data Privacy protocols, using Connect accurately and in line with team and client protocols, etc.).
</li></ul>Leverage your valuable skills and experience to make an impact at Fragomen:
<ul><li>Bachelor&rsquo;s degree, Associate&rsquo;s degree, Paralegal certification OR experience in a customer facing or client service-oriented role
</li><li>A client-service mindset, attention to details and ability to work in a fast-paced environment with competing demands
</li><li>The ability to prioritize, meet deadlines and escalate case issues to supervisor
</li><li>Excellent written and verbal communication skills, including the ability to proofread documents, draft fluent prose, and avoid grammatical mistakes without the aid of AI engines
</li><li>Experience using various computer systems, including MS Word and Excel
</li><li>Desire to contribute to positive work environment, effectively collaborate and promote teamwork
</li></ul>Benefits:
At Fragomen, we know that great people make a great organization. We value our people and offer employees a broad range of benefits which includes:
<ul><li>22 PTO days + Federal holidays
</li><li>Medical, Dental, and Vision plans + FSA &amp; HSA Plans
</li><li>401K plan
</li></ul>Learn More About Fragomen:
Please take time to read About Us , explore the Meaningful and Impactful Work we do for our clients, and review the standard Benefits we offer. You can find all the material to the right of this page.
All offers and/or employment contracts are contingent upon the successful completion of the Firm&rsquo;s pre-employment screening process. This process may include verifying the candidate&rsquo;s identity, confirming legal authorization to work in the offered position&rsquo;s location, and conducting a comprehensive background check, where permitted by local regulations. We use limited AI‑assisted tools for administrative screening purposes only - never for decision‑making. All hiring decisions are made by people. Applicants may have rights to information and explanations regarding the use of such tools, or request human review, as required by applicable regional laws.</div>

Business Immigration Analyst (Paralegal)

<div>Job Description
About the Role: Fragomen&rsquo;s Business Immigration Analyst position will provide you with the opportunity to make an immediate impact on our business, as well as offering training, development, and long-term growth opportunities. Fragomen&rsquo;s exclusive focus on immigration means you will work in an exciting, dynamic, and challenging atmosphere with people who are passionate about immigration. Providing world class client service and industry leading technology solutions, Fragomen helps our clients to navigate the complex world of global immigration to better achieve their goals.
How will you make a difference as a Business Immigration Analyst at Fragomen?
<ul><li>Learn about the various types of immigration matters and build knowledge of firm, immigration case types and client processes.
</li><li>Perform tasks related to case preparation and filing of petitions with government agencies, including document gathering, document review, case drafting, and case filing.
</li><li>With the guidance of your supervisor, communicate with foreign nationals and client contacts, providing clear and prompt responses regarding case status or other general inquiries.
</li><li>Meet assigned deadlines that adhere to Service Level Agreements (SLAs) and communicate case progress, status, escalations to supervisor.
</li><li>Compile and summarize large quantities of data within case management systems for reporting to clients, managers and team.
</li><li>Understand and contribute to team and individual productivity goals.
</li><li>Demonstrate flexibility and initiative.
</li><li>Follow documented firm standards and policies to mitigate risk and ensure regulatory, operational and client compliance (e.g., following Data Privacy protocols, using Connect accurately and in line with team and client protocols, etc.).
</li></ul>Leverage your valuable skills and experience to make an impact at Fragomen:
<ul><li>Bachelor&rsquo;s degree, Associate&rsquo;s degree, Paralegal certification OR experience in a customer facing or client service-oriented role
</li><li>A client-service mindset, attention to details and ability to work in a fast-paced environment with competing demands
</li><li>The ability to prioritize, meet deadlines and escalate case issues to supervisor
</li><li>Excellent written and verbal communication skills, including the ability to proofread documents, draft fluent prose, and avoid grammatical mistakes without the aid of AI engines
</li><li>Experience using various computer systems, including MS Word and Excel
</li><li>Desire to contribute to positive work environment, effectively collaborate and promote teamwork
</li></ul>Benefits:
At Fragomen, we know that great people make a great organization. We value our people and offer employees a broad range of benefits which includes:
<ul><li>22 PTO days + Federal holidays
</li><li>Medical, Dental, and Vision plans + FSA &amp; HSA Plans
</li><li>401K plan, with company matching
</li></ul>Learn More About Fragomen:
Please take time to read About Us , explore the Meaningful and Impactful Work we do for our clients, and review the standard Benefits we offer. You can find all the material to the right of this page.
Compensation:
The salary range for this role reflects a variety of factors considered in compensation decisions, including but not limited to an individual&rsquo;s skills, experience, qualifications, work location, work arrangement, licensure and certifications, and applicable laws. Placement within the range will vary based on these factors, and compensation decisions are made to ensure internal equity and alignment with market data.
A reasonable and good-faith estimate of the current salary range for individuals able to work a hybrid schedule in the office locally is:
$52,000.00 - $62,000.00
You may also be eligible to take advantage of our benefits offering, 401K, and paid time off plans.
All offers and/or employment contracts are contingent upon the successful completion of the Firm&rsquo;s pre-employment screening process. This process may include verifying the candidate&rsquo;s identity, confirming legal authorization to work in the offered position&rsquo;s location, and conducting a comprehensive background check, where permitted by local regulations. We use limited AI‑assisted tools for administrative screening purposes only - never for decision‑making. All hiring decisions are made by people. Applicants may have rights to information and explanations regarding the use of such tools, or request human review, as required by applicable regional laws.</div>

Business Immigration Analyst (Entry Level Paralegal)

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Investment Analyst

Business Immigration Analyst (Paralegal)

Business Immigration Analyst (Paralegal)

Business Immigration Analyst (Paralegal)

Business Immigration Analyst (Paralegal)

Business Immigration Analyst (Paralegal)

Business Immigration Analyst (Entry Level Paralegal)