Service Associate

Our Service Team consistently strives for service excellence. The Service Associate – Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience.

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)

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
• 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