Service Associate

📋 Description

• Serve as an initial point of contact for clients, addressing inquiries and providing timely
• Assist with scheduling and coordinating client appointments, ensuring all logistics are handled
• Process client requests, including transactions and paperwork, in line with firm policies and
• Assist in the onboarding process for new clients, ensuring a smooth and positive experience
• Collaborate with custodians and internal teams to resolve client account issues, transfers, and
• Support advisors with client-related documentation, ensuring all forms are complete, accurate, and

🎯 Requirements

• 2-5 years of experience in a client-facing administrative role within the financial services or
• BS/BA degree preferred; high school diploma or GED required
• Strong communication skills with the ability to establish rapport with clients and colleagues
• Experience with CRM systems and basic financial software (experience with custodial platforms is a
• Knowledge of financial services industry practices, with familiarity in processing account
• Strong attention to detail and accuracy in handling client records and transaction-related documents

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans 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