Service Associate

📋 Description

• Process client account requests in a fast-paced setting.
• Ensure compliance with internal procedures and regs.
• Deliver exceptional service to internal and external clients.
• Maintain queue efficiency and uphold SLAs.
• Collaborate with Direct Business Team Lead and peers.
• Full-time, in-office role in Addison, TX.

🎯 Requirements

• 2+ years in financial services operations preferred.
• Series 6 license preferred.
• Strong knowledge of mutual funds and annuities.
• Excellent attention to detail and organizational skills.
• Proficient with Microsoft Office and Salesforce.
• High School Diploma or GED required; college preferred.

🎁 Benefits

• Medical, dental, and vision insurance.
• Flexible working arrangements.
• Generous 401K contributions.
• Paid time off and holidays.
• Equity Purchase Program opportunity.
• Future growth opportunities within the company.