Service Associate

📋 Description

• Serve as initial point of contact for clients via phone and email.
• Schedule on-site client appointments at Roseville.
• Process client requests including transactions and paperwork.
• Assist onboarding of new clients for a smooth experience.
• Collaborate with custodians and internal teams to resolve account issues.
• Provide and manage client-related documentation; notary as needed.

🎯 Requirements

• 2-5 years of experience in a client-facing administrative role within financial services.
• 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 (custodial platforms a plus).
• Knowledge of financial services industry practices; processing account transactions or client inquiries.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and strong attention to detail.

🎁 Benefits

• Medical, dental, and vision insurance options.
• Flexible spending accounts and healthcare savings accounts.
• Generous 401(k) contributions.
• Flexible working arrangements.
• Paid time off and holidays.
• Equity Purchase Program eligibility.