Service Associate

Duties And Responsibilities

• Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email
• Affiliate with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately
• Assist with client requests, including transactions and paperwork, in line with firm policies and procedures
• Affiliate with 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 general service requests
• Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time
• Provide notary services for client transactions as required
• Maintain up-to-date client records and help ensure accuracy and consistency across internal systems

Qualifications

• 2-5 years of experience in a client-facing administrative role within the financial services or related industry
• 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 plus)
• Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries
• Strong attention to detail and accuracy in handling client records and transaction-related documents
• Ability to multitask and manage competing priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Physical Requirements

• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSPO
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions