Service Associate

Summary

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 Folsom office and requires five days per week on‑site. The position has an expected base salary ranging from $60k‑$70k, with potential for an annual bonus based on performance and the company’s performance.

• Serve as an initial point of contact for clients, addressing inquiries and providing timely responses 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.

• 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, familiarity with 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).

• Works in an office environment.
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing.
• Uses hands and fingers to constantly operate a computer and office equipment, such as copy machine and printer.
• Occasionally moves around inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences.

• Medical:
  Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with Met Life.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401(k) 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.

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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