Service Associate

This is a full-time, Non-Exempt role based out of our Blue Ash/Cincinnati office and requires 5 days of in-office work.

About the role

The Service Associate – Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.

Responsibilities

• Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
• Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
• Process client requests, including transactions and paperwork, in line with firm policies and procedures.
• Assist in 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.

Requirements

• 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.

Pay

This position has a salary range between $60k-$63k and is eligible for an annual bonus based on performance and company results.

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment.
• 11 Paid Holidays.
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible).
• Future growth opportunities within the company.

Benefits are available to full-time associates who work more than 30 hours a week.