Account Service Associate

Industry: Financial Services

Job Function: Finance, Client Services

Seniority Level: Associate

Skills: Organization, Attention to Detail, Communication, Flexibility, Time Management

Our Account Service Associates operate in a client-focused environment utilizing strong organizational, communication and problem-solving skills. The Account Service Associate support the Adviser Team in servicing the clients’ needs.



  • Provides support to the Adviser Team by administering client data, opening, closing and servicing accounts on an on-going basis
  • Prepares Investment paperwork to on-board and service clients
  • Processes and tracks new accounts, transfers, money movements and other service-related items
  • Works in consultative capacity with Adviser Team to execute client financial plans
  • Works directly with custodians to monitor and track service requests and resolve issues that arise
  • Assists in communicating procedural/custodial changes to Operations and Adviser Teams
  • Assists team in system reconciliations and reporting to ensure the integrity of system data
  • Adhere to the firm’s compliance policies and procedures




  • Effective communication, listening, organizational, ability to multi-task
  • Prioritization, problem solving and customer service skills
  • Detail and process oriented
  • Ability to manage projects and hit deadlines
  • Maintain positive, professional working relationship with management, peers, other departments and external clients
  • Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
  • Excellent administrative and organizational skills
  • Team player with a positive attitude


Salary and Benefits

TFO-TDC, LLC offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company-paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.

For confidential resume submissions and consideration, please forward your resume and cover letter to: Katie Bylow,

TFO-TDC, LLC is an Equal Opportunity Employer