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.
• Able to multitask and manage competing priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).