Service Associate

📋 Description

• Serve as initial point of contact for clients via phone and email.
• Schedule and coordinate client appointments including logistics.
• Process client requests, including transactions and paperwork.
• Assist in onboarding new clients to ensure a smooth experience.
• Collaborate with custodians and internal teams to resolve account issues.
• Support advisors with client documents, ensuring accuracy and timely submission.

🎯 Requirements

• 2-5 years of client-facing administrative experience in financial services.
• BS/BA degree preferred; high school diploma or GED required.
• Strong communication to build rapport with clients and colleagues.
• Experience with CRM systems and basic financial software (custodial platforms a plus).
• Knowledge of financial services practices and processing account transactions.
• Attention to detail and accuracy in client records and docs.

🎁 Benefits

• Medical, dental, and vision insurance options.
• Optional supplemental benefits.
• Health Savings Accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.