Service Associate

📋 Description

• Serve as initial point of contact for clients via phone and email
• Schedule and coordinate client appointments and logistics
• Process client requests and paperwork per firm policies
• Assist onboarding of new clients to ensure a smooth experience
• Collaborate with custodians and internal teams to resolve account issues
• Maintain up-to-date client records and submit accurate documentation

🎯 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 rapport with clients and colleagues
• Experience with CRM systems and basic financial software (custodial a plus)
• Attention to detail; ability to multitask in a fast-paced environment
• Proficiency in Microsoft Office Suite

🎁 Benefits

• Medical, dental, and vision insurance plans
• Flexible Health Savings Accounts with company contributions
• Flexible spending accounts (FSAs) and other benefits
• Flexible working arrangements and 401(k) contributions
• Equity Purchase Program eligibility for full-time associates
• Paid time off and 11 paid holidays