Service Associate

📋 Description

• Location: Denton, TX; full-time, in-office role.
• Serve as primary client contact, addressing needs promptly.
• Schedule and manage client appointments and documentation.
• Process client requests, account transactions, paperwork.
• Support onboarding for new clients; ensure smooth first experience.
• Coordinate with custodians and internal teams to resolve issues.
• Provide notary services for client transactions as needed.
• Maintain accurate client records and relay goals to advisors.

🎯 Requirements

• 1-3 years client-facing administrative experience in financial services.
• BS/BA degree preferred; GED required.
• Strong communication; capable of managing client relationships.
• Experience with CRM systems.
• Knowledge of regulatory requirements and best practices is a plus.
• Detail-oriented with strong accuracy.
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency with Microsoft Office Suite.

🎁 Benefits

• Medical: Blue Shield and Kaiser plans.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Flexible working arrangements.
• Generous 401K contributions.
• 11 Paid Holidays.