Service Associate
Core
Facilitate account management and administrative tasks to support the Investment and Wealth Advisory Group.
Role type
Service Associate (Financial Operations)
Builds
Investment and Wealth Advisory services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
trade processing, paperwork preparation, filing system management, client liaison, digital marketing coordination, deadline management, MS Office Suite proficiency, analytical skills, problem-solving, organizational skills
Preferred skills
DocuSign familiarity, Salesforce familiarity
Responsibilities
Process daily mutual fund, stock, and bond trades; Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers; Manage and maintain filing systems; Liaise with Assante back office on transfers and administration issues; Assist with coordinating digital marketing; Act as first point of contact for new National Account clients and triage requests.
Seniority
Entry to Mid-level, hands-on IC