Client Service Associate – Entry Level

As a Client Service Associate, you will form relationships with clients to give them support in navigating their financial futures. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

Requirements

• Bachelor's degree
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• You are engaging and can connect with a wide array of audiences by phone and email

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care