Client services associate

As a Client Services Associate at STRATA Trust Company, you will serve as a primary point of contact for clients and financial professionals, helping to deliver a consistent, high-quality service experience. This role is relationship-focused and service-driven, requiring regular phone and email communication, research, and problem-solving to address client needs accurately and efficiently.

You will work closely with clients, business partners, and internal teams to ensure requests are handled professionally, precisely, and in a timely manner. This position involves a high volume of inbound and outbound communication and requires strong attention to detail, sound judgment, and the ability to manage multiple requests throughout the day.

This is a full-time, in-person role based at our Waco office (7901 Woodway Dr.) with a consistent Monday–Friday schedule. Compensation is competitive and designed to reward reliability, strong performance, and a client-focused approach.

We are looking for someone who enjoys client interaction, is dependable and responsive, and takes pride in delivering reliable service in a fast-paced, team-oriented environment.

As a Client Services Associate at STRATA, you will be responsible for delivering timely, accurate, and professional support to clients and financial professionals. This role is primarily client-facing, with a mix of independent and collaborative work focused on resolving questions, processing account-related tasks, and ensuring a seamless client experience.

• Communicating with clients and financial professionals via phone, email, online, or in person to resolve questions and address account needs.
• Processing account-related tasks, including transaction verifications and credit card processing, with accuracy and attention to detail.
• Partnering with internal teams to resolve client issues and ensure requests are handled efficiently.
• Maintaining compliance with STRATA policies, risk procedures, and service level expectations.

• Complete a structured training program, including Ascensus IRA online training.
• Build expertise in IRA products, STRATA services, and operational processes.
• Split your workload roughly 80/20 between independent client work and collaborative team projects.
• Receive mentorship, guidance, and support from a highly experienced team in a positive, team-oriented environment.
• Take on additional responsibilities as you demonstrate capability, reliability, and initiative.

We’re looking for dependable, detail-oriented individuals who take pride in providing accurate, timely, and professional service to clients. The ideal candidate will have:

• A bachelor’s degree in Business, Finance, Accounting, or a related field, and 2–5 years of relevant experience, ideally in customer service or financial services; or an equivalent combination of education and experience demonstrating the knowledge, skills, and abilities required to perform the job successfully.
• Strong client-service orientation, with professionalism, patience, and empathy in all interactions.
• Excellent verbal and written communication skills, with the ability to clearly convey information to clients and colleagues.
• Exceptional organizational skills and the ability to manage multiple requests while meeting deadlines.
• Comfort working collaboratively with internal teams to resolve client issues efficiently.
• Basic computer skills, including navigating websites and using software applications; proficiency with Microsoft Office (Outlook, Word, Excel) is preferred.
• A proactive mindset and a commitment to reliability and accuracy.
• Knowledge of investments or alternative asset transactions (real estate, private equity, etc.) is a plus but not required.

Our commitment to our employees goes beyond base pay—it includes the tangible things like salary, benefits, and special employee programs such as training & development, wellness, and flexible sick time. Equally important are the intangible factors like challenging work, a community focused mindset, and the opportunity…