Service Associate

The Service Associate provides strategic support to Financial Advisors and the Service Team, focusing on enhancing the client experience through efficient account management and process improvement. This full-time, non-exempt role serves as the initial point of contact for clients, handling inquiries, scheduling, and transaction processing while ensuring accurate record-keeping and compliance with firm policies. The position requires a strategic approach to managing client needs and collaborating with internal teams and custodians to resolve service requests.