Service Associate

📋 Description

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

🎯 Requirements

• 2-5 years of client-facing administrative experience in financial services or related field.
• BS/BA degree preferred; HS diploma or GED required.
• Strong communication and rapport-building with clients and colleagues.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Knowledge of financial services practices; processing account transactions and client inquiries.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and attention to detail.

🎁 Benefits

• Competitive base pay and extensive benefits package.
• Medical, dental, and vision insurance options.
• Health savings accounts with company contributions; flexible spending accounts.
• Flexible working arrangements; 401(k) contributions.
• Paid time off and holidays; equity purchase program options.
• Growth opportunities within the company.