Service Associate

We are seeking a detail-oriented and highly organized Service Associate to support the daily operations of our boutique wealth management firm. The ideal candidate will have excellent communication skills, a strong work ethic, and the ability to multitask in a fast-paced environment while giving clients exceptional service. This role is crucial in ensuring the smooth and efficient functioning of our office.

Key Responsibilities

• New client onboarding work such as filling out applications for Insurance and Investment business and guiding clients through the onboarding process
• Oversee operational procedures for all aspects of a financial representative’s business including coordinating communication and workflow between representative and staff
• Manage customer relationship database
• Schedule and coordinate meetings, in person appointments, and calls
• Handle incoming calls and emails, responding to inquiries and directing them to the appropriate department.
• Maintain confidential and sensitive information with discretion and professionalism.
• Maintain adequate coverage through cross training
• Perform other administrative duties as assigned.

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Proven experience as an administrative assistant or in a related role.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant customer relationship management software.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks and manage time effectively.
• Professional demeanor and positive attitude.
• Ability to work independently and collaboratively within a team.
• Experience in the insurance and investments industry is a plus, but not required.

Benefits

• Base Salary Range: 40,000 - 60,000
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Paid time off and holidays.
• Opportunities for professional development and career advancement.
• Friendly and supportive work environment.