Service Associate

📋 Description

• Provide administrative support to the financial advisory team.
• Handle day-to-day client service requests, inquiries, and documentation.
• Process transactions and account-related paperwork in line with policies.
• Assist in onboarding new clients to ensure a smooth experience.
• Collaborate with custodians and internal teams to resolve client 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 skills; ability to build client rapport.
• Experience with CRM systems and basic financial software.
• Familiarity with processing account transactions or client service inquiries.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

🎁 Benefits

• Medical, dental, and vision insurance.
• Flexible spending accounts and healthcare savings accounts.
• Generous 401(k) contributions and retirement benefits.
• Flexible working arrangements.
• Paid time off and holidays.
• Equity Purchase Program eligibility after contract.