Service Associate

📋 Description

• Serve as initial client contact via phone and email.
• Schedule and coordinate client appointments.
• Process client requests and paperwork per policy.
• Assist onboarding of new clients for a smooth start.
• Collaborate with custodians and internal teams to resolve issues.
• Support advisors with client documentation and forms.

🎯 Requirements

• 2-5 years in a client-facing admin role in financial services.
• BS/BA preferred; HS diploma or GED required.
• Strong communication and ability to build client relationships.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Knowledge of financial services practices and account processing.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

🎁 Benefits

• Medical, dental, and vision coverage.
• Flexible spending accounts and health savings accounts.
• Generous 401(k) contributions.
• Paid time off and holidays.
• Flexible working arrangements.
• Equity Purchase Program eligibility and growth opportunities.