ACCOUNT SERVICES ASSOCIATE
Job Description
Job Description
Description:
Reports To: Director of Account Services
Job Type: Full Time
Who We Are
OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don't take ourselves too seriously. We're a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence , Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client's Needs First - Always
What It Takes to Win in This Role
Client Account Administration
- Maintain existing client accounts and process new account applications.
- Ensure accuracy of account data and documentation, following data governance standards.
Customer Service & Issue Resolution
- Serve as primary point of contact for account-related inquiries.
- Resolve client concerns by partnering with internal teams and escalating complex issues appropriately.
Data Integrity & Compliance
- Validate necessary documents and update systems accordingly.
- Maintain high data quality, correct errors, and meet departmental performance standards.
What You Bring to the Table
Required Qualifications
- High school diploma required; Associate's or Bachelor's degree preferred. 5+ years of customer service or operations experience in financial services.
- Strong attention to detail and organizational skills.
- Proficiency in Microsoft Office.
Preferred Qualifications
- RIA or wealth management operations experience.
- Familiarity with custodial platforms (Schwab, Fidelity).
- CRM system experience.
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