Client Services Associate

Indian Wells, CA 92260

Posted: 09/17/2019 Employment Type: Full Time Job Number: CRH1016AW061019 Pay Rate: $40,000 - $42,500 Branch: PALM DESERT, CA Division:
Client Service Associate Job Description:
• First point of contact for clients and visitors in the office and by phone
• Assist the team with all non-sales related functions (clerical/administrative work)
• Prepare meeting documents and other materials
• Schedule meetings for team
• Utilize group's various applications (Outlook, Pershing, Fidelity, Salesforce, etc.) to obtain account information and execute service requests
• Respond to questions regarding accounts, policies and procedures
• Review daily activity and reconcile current client activity, fund transfers and previous day's activity to ensure accuracy
• Process client requests (wires, checks, journals, etc.) Process new accounts, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
• Prepare client correspondence, obtain necessary management approvals and transmit (Other responsibilities as may be assigned)
Qualities and Traits:
• Outgoing, personable, engaging, with a passion for client service
• Strong written and verbal communication skills
• Flexible and collaborative
• Ability to multi-task
• Detail orientated
• The ability to accomplish a variety of tasks in an efficient, organized manner
• Excellent customer facing skills
• Able to work independently and is also comfortable with close teamwork
• BA/BS degree preferred in Business/Marketing/Communications or related field
• Strong Microsoft Office competency; Salesforce experience a plus
• Excellent customer facing skills
• Strong written and verbal communication skills
• The ability to accomplish a variety of tasks in an efficient, organized manner
• Strong follow-up skills
• Expected to keep team on schedule
• Shows strong aptitude to anticipate client requests
• Minimum 2 years' experience with Financial Services (trust or tax is preferred)
• Series 7, 66 is preferred

Alicia Wilkins

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