Service Associate

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience.

Requirements

• 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

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
• Future growth opportunities within the company