Client Service Associate

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team, providing outstanding support for our advisors and acting as a point of contact for their clients.

Requirements

• 2+ years of experience in a client service or administrative role
• Bachelor’s degree in finance, business, or a related field (preferred)
• Exceptional communication and interpersonal skills
• Collaborative mindset with a commitment to contributing to team success
• Strong computer and technical skills
• Ability to work unsupervised and think through complex problems

Benefits

• Medical with HSA and FSA options
• Dental and vision
• 401(k) with a generous company match
• Access to a personal financial planner
• Unique investment options
• 4 weeks paid time off
• 12 paid holidays
• 2 days for giving back
• Getaway Bonus