Service Associate
About The Position
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. 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. This is a full-time, non-exempt position based in our Durham, NC office and requires five days per week on-site.
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)
Nice To Haves
- Experience with custodial platforms is a plus
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
