Client associate

Responsibilities

This full-time position provides support to the Community Investment Services team and Financial Consultants for client onboarding, including establishing new client accounts, as well as providing service and support to existing clients, processing transactions and preparing forms and documents.

Client Relationship Associate will also prepare reports for client meetings and process incoming deposits. The Client Relationship Associate provides all levels of service support, as well as assist with marketing and client communications, which can be in the form of physical mailings, or digital and social media postings.

RESPONSIBILITIES :

Establish new accounts within ClientWorks and gather appropriate paperwork for additional account features, account transfers, and compliance-required disclosures and logs.

Mail or docusign forms to clients as required.

• Follow all steps of account opening from application to inception, making sure the account is in good order and resolving any issues within the appropriate department at LPL.
• Process daily check deposits utilizing ClientWorks and the mobile banking app.
• Process client or advisor initiated requests to transfer funds (Check Requests, ACH, Journals) as requested.
• Produce reports for advisors prior to client meetings.
• Review Notifications posted to the broker / dealer system, and any applicable CRM and / or workflow systems. Resolve any situations which do not require Financial Consultant or licensed employee involvement.

Communicate to the Financial Consultant any Notifications, NIGO’s or rejected accounts, service items or transactions which require attention and resolution from the Financial Consultant.

• Process any updates in ClientWorks / Redtail CRM due to address, email, or telephone number change. Utilize Redtail to record daily notes on client interactions.
• Other various duties assigned by team

Qualifications

• Prior experience in financial services industry a plus
• Proficient use with Microsoft Office Suite to include Word, Excel and PowerPoint
• Working knowledge of current Social Media platforms and their various uses
• Ability to work independently and with the department as a team
• Monitors and checks work, plans and organizes time and resources effectively
• Strong communication / interpersonal skills

Other Job Information

Compensation : Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including : 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements :

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit.

Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds.

Specific vision abilities required by this job include close vision, and the ability to focus.

Community Bank System, Inc. is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

Community Bank System, Inc. will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department :

Minimum

USD $20.00 / Hr.

Maximum

USD $26.49 / Hr.

Last updated : 2024-05-09