Service Associate

📋 Description

• Act as the primary liaison for clients, providing exceptional service and proactively addressing
• Develop and nurture long-term client relationships, understanding their financial goals
• Anticipate client needs, manage escalated issues, and ensure timely and accurate communication
• Work alongside advisors to educate clients on available services, online tools, and other resources
• Understand department workflows, policies, and procedures to submit requests correctly and timely
• Provide feedback, and mentor associates within the Service teams

🎯 Requirements

• 10+ years in the Financial Services industry, preferably at an RIA or Wealth management firm
• Bachelor’s degree in finance, business, or a related field; advanced certifications (e.g., CFP®
• Strong relationship management skills
• Advanced proficiency in CRM systems, custodial platforms, and financial planning software
• Demonstrated leadership abilities with a track record of process improvement and client satisfaction
• Excellent communication, problem-solving, and analytical skills with a high level of accuracy and

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts