Service Associate

📋 Description

• Serve as initial contact for clients via phone and email.
• Schedule and coordinate client appointments with logistics handled efficiently.
• Process client requests, transactions, and paperwork per firm policies.
• Assist onboarding of new clients for a smooth experience.
• Collaborate with custodians and internal teams to resolve account issues.
• Support advisors with client documentation and timely submissions.

🎯 Requirements

• 2-5 years in a client-facing administrative role in financial services or related field.
• BS/BA preferred; HS diploma or GED required.
• Strong communication; ability to build client and colleague rapport.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Knowledge of financial services practices; experience in processing account transactions or
• Attention to detail and accuracy in client records and documents.

🎁 Benefits

• Competitive base pay; extensive benefits package including medical, dental, vision.
• Flexible spending accounts and Healthcare savings accounts with company contribution.
• Generous 401K contributions; flexible paid time off and holidays.
• Equity purchase program eligible for certain staff; opportunities for growth.