Client Service Associate

Role Overview

• Provide proactive administrative and analytical support to the DC office, the Regional Director, and other office professionals
• Act as an initial point of contact for client inquiries and team communications
• Independently handle certain routine to moderately complex client matters and undertake research or take needed action to resolve issues
• Serve as direct back-up to other team/office support professionals to provide team-based coverage
• Daily transaction processing
• Securities transfers, cash and check requests, gifts, deposits, routine client information requests, and updating client information
• Monitor and review daily reports for accuracy, action items, resolution, and follow-up
• Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities
• Assist in the reception of client guests, and answer office phones as needed
• Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions
• Manage the daily schedule and prepare client meeting materials
• Assist with the preparation of presentation materials for meetings in collaboration with relationship teams
• Ensure the cleanliness and overall appearance of the office including meeting rooms and reception area
• Draft professional written correspondence
• Assist business development team with research, mailings, data input, and correspondence
• Partner with Office Services and order supplies
• Coordinate with property manager and staff for on-site visits, maintenance, etc.

Requirements

• Bachelor’s degree or equivalent experience required
• Minimum of three years of relevant work experience in a financial services environment is preferred.
• Excellent verbal and written communication skills
• Proven ability to maintain confidentiality and discretion
• Mastery of Microsoft Office and ability to adapt to IT applications as needed
• Knowledge of Client Relationship Management (CRM) system is required; Salesforce.com is preferred
• Motivated with professional presence
• Able to be proactive and anticipate needs
• Proven organizational, multi-tasking, and problem-solving skills
• Proven ability to work well under pressure
• Accuracy and attention to detail.

Tech Stack

• SFDC

Benefits

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!