Client Service Associate

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

Essential Job Functions of a Client Service Associate:

• Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
• Respond promptly to requests and inquiries, resolving issues with a client-first approach
• Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
• Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.  
• Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
• Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
• Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
• Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management  
• Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
• Support special projects and complete assignments with minimal supervision and high attention to detail
• Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.

Required Skills and Abilities of a Client Service Associate:

• Meticulous attention to detail and a commitment to accuracy in all tasks
• Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
• Strong organizational and follow-through skills
• Excellent verbal and written communication skills
• High level of professionalism, discretion and integrity
• Client-centric mindset with a proactive, problem-solving attitude
• General knowledge of investment products
• Comfortable with technology and systems; proficiency in Microsoft Office required
• Demonstrated ability to work independently and collaboratively within a team environment 

Required Education / Experience of a Client Service Associate:

• 1-2 years of experience in client services
• Bachelor’s Degree or equivalent work experience
• Prior experience in wealth management, financial services or client support roles strongly preferred

Working Conditions / Physical Requirements / Travel:

• This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
• This position does not require travel.

Core Company Competencies:

• Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
• Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
• Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
• Teamwork: Working with a common goal and contributing to a team development.

Core Job Competencies:

• Customer service focus – responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
• Reliability – Consistently good in quality and performance; ability to be trusted and depended on in one’s job
• Integrity – Upholding generally accepted social and ethical standards in job-related activities and behaviors.