Client Associate jobs in Topeka, KS
Recently Added Client Associate jobs
Loan Client Service Associate
- KS StateBank
-
Manhattan, KS
FULL_TIME
-
Position Description: As a Loan Client Service Associate, you will provide exceptional customer service to our commercial and consumer loan clients by performing a variety of duties which include processing loan payments, payoffs, advances, entering new loans and renewals, escrow processing and general loan maintenance onto our core system. As a Loan Client Services Associate you will also assist with monitoring emails and phone calls from our internal teams as well as external clients on loan related questions and requests. Training will be provided.
This is a full-time position; Monday through Friday. Wages start at $18-20 per hour based on experience. Employee benefits include 401K, health, dental and vision insurance and paid time off.
Job Responsibilities:
Communication
Receives requests as part of a group email; notifies group of starting a task so that the team knows they can work on other requests
Can clearly and objectively communicate via email with internal and external clients; is aware of the subjectivity of written communication and works to anticipate questions, obstacles, or misinterpretation of information, while also following organizational guidelines for email standards
Works with manager to identify opportunities for improvement, methods to increase knowledge sharing or efficiencies, and discuss the best way to communicate this information to team
Able to speak with others in a way that conveys department needs, but does not condescend or mitigate the needs of others; is respectful and professional in tone and demeanor, even when communicating errors for correction
Give and seek feedback from team and be receptive to internalizing suggestions and making corrections based upon information received
Time and Priority Management
Ensure that payments are posted for Consumer Loans and Commercial Loans either through the Vertex System or the core system within the same business day they are received. Input daily transactions through Cross-Applications in the core system.
Ensure that all Commercial and Consumer loans as well as any modifications are input into the core system within the same business day they are received.
Monitor Escrow reports to ensure taxes and insurance premiums are paid in a timely manner to avoid any penalties or cancellations. Monitor various reports and maintain spreadsheets as required.
Complete maintenance forms and perform general loan maintenance on the core, within 24-48 hours of receipt.
Can balance the drive to find information with completing the workflow
Can quickly and efficiently shift between tasks to address work needs as they arise
Effectively manages difficulties and delays to both stay on task and complete tasks on time. Strives to improve prioritization
Possess problem solving and research capabilities; if a file is incomplete, can use resources and available materials to find the details and take appropriate action to resolve
Takes personal responsibility of time and work quality; does not allow self to become distracted by personal emails, calls, or non-work related conversations at the expense of work duties. Sets daily work goals and accomplishes them by end of day, or as time allows.
Works independently to complete tasks, but also maintains awareness of team workload. Asks for assistance or offers to help others as needed and available
Planning and Organization
Monitors daily reports for accuracy and completion. If discrepancies are found, works to find the cause and takes appropriate action to resolve
File paper and digital files in appropriate location on a daily basis, following confidentiality requirements
Reconciles monthly reports with invoices before sending bill to accounts payable
Able to see the bigger picture; does not just complete daily tasks, but takes steps to try and get ahead in order to avoid stress related to the unpredictable nature of the process. Prepares and plans for the things that can be controlled and completed in order to smoothly handle the items outside of personal control
Reach out to applicable clients or team members, including third party vendors, to address questions, issues, delays, etc. and to ensure that loans are entered into the system in a timely manner. Uses communication method (phone and/or email) that would get results in most timely manner, depending upon situation.
Resiliency
Understands that the work is not personal
Work independently to complete tasks, using resources, knowledge, and experience to guide decisions; keep manager informed on decisions and ask for guidance on larger or complicated decisions and issues
Identify discrepancies and/or missing information, determine how they occurred, and work with manager to develop a corrective plan of action to produce the result needed and reduce or prevent errors in the future
Ensures that the workflow timeline is not interrupted, even when files are missing information or have changes. Capable of taking something that is out of personal control (late files) and performing tasks quickly, efficiently, and accurately to put the file back on schedule to meet or exceed the set deadline.
Able to make decisions on your own while working as a team
Assumes responsibility for related duties as required or assigned
Knowledge, Skills and Abilities:
High School Graduate or GED required; Associates or undergraduate degree preferred
Curiosity and problem-solving skills
Previous experience in a business environment and knowledge of computers and office equipment
Uses available resources (materials, internet, etc.) to look for a solution; willing to ask team members or managers for assistance after reviewing resources
Exceptional written communication, articulation and interpersonal skills
Can operate standard office equipment: desktop computer; keyboard; mouse; document scanner; and printer
Efficient at moving between multiple software programs and internet pages to maintain workflow
Must have working knowledge and experience in programs such as Microsoft Word and Excel
Excellent analytical, problem-solving and decision-making skills
Dependability, adaptability, drive and initiative are essential
Physical Requirements:
Ability to stand for long periods of time
Able to view a computer screen for long periods of time
Must be able to speak and listen clearly both in person and on the phone
Fine visual acuity to read for accuracy
This job may require lifting up to 50 pounds occasionally, 10 pounds frequently
Additional Information:
KS StateBank is an equal opportunity employer. It is the Banks policy to make employment decisions on the basis of merit and to prohibit discrimination on the basis of race, color, sex, religion, age, national origin, disability, genetic information or any other consideration made unlawful by applicable law. The Bank is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee or supervisor. If you believe you have been subjected to any form of unlawful discrimination, please contact an Executive Officer of the Bank. The Bank will immediately undertake an effective, thorough and objective investigation. If the Bank determines that unlawful discrimination has occurred, effective remedial action will be taken. Appropriate action will also be taken to deter future discrimination. The Bank will not retaliate against you for filing a complaint and will not permit retaliation by management or your co-workers.
INTENT AND FUNCTION OF JOB DESCRIPTIONS All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law. - 18 Days Ago
Client Service Associate
- Jackson Hewitt - 3409
-
Topeka, KS
FULL_TIME
- We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no ...
- 2 Months Ago
Government Finance Processing Associate - Client Relations
- KS StateBank
-
Manhattan, KS
FULL_TIME
- Position Description: KS StateBanks government and non-profit lending offers a vital service to cities, counties, schools, fire districts, and other municipal entities by helping them secure the finan...
- 1 Day Ago
Client relationship
- U.S. Bank
-
Lawrence, KS
FULL_TIME
- At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
- 5 Days Ago
Temporary Client Data Coordinator
- Mize CPAs Inc.
-
Topeka, KS
TEMPORARY
- Mize CPAs Inc. was recently named a Top 200 Workplace for 2024 by USA Today! We are a leading regional accounting and IT firm with offices in Topeka and Overland Park, KS. Our firm works with clients ...
- 9 Days Ago
Client service specialist
- Beauty Brands
-
Lawrence, KS
FULL_TIME
- Duties and Responsibilities Create a GLAMOUR Experience for every customer. Welcome all customers entering the store with the appropriate Beauty Brands greeting. Ensure resolution of customer concerns...
- 13 Days Ago
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0 Client Associate jobs found in Topeka, KS area
High Net Worth Service Associate - Greater Kansas City, MO Area
- Fidelity TalentSource LLC
-
Topeka, KS
- Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
- 4/17/2024 12:00:00 AM
Store Customer Service Specialist
- Sherwin-Williams
-
Lawrence, KS
- This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
- 4/17/2024 12:00:00 AM
Customer Service Representative - Remote (Ultimate Medical Academy Grads Only)
- Concentrix
-
Topeka, KS
- Job Title: Customer Service Representative - Remote (Ultimate Medical Academy Grads Only) Job Description This requisiti...
- 4/16/2024 12:00:00 AM
Customer Service Associate II
- Capfed
-
Lawrence, KS
- ** Customer Service Associate II** **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003042 Showi...
- 4/16/2024 12:00:00 AM
Family Medicine Bilingual Patient Service Representative
- Heartlandhealth
-
Lawrence, KS
- **Family Medicine Bilingual Patient Service Representative** Primary Care Lawrence, Kansas Minimum Experience **Entry-le...
- 4/16/2024 12:00:00 AM
Customer Service Associate
- Capfed
-
Lawrence, KS
- ** Customer Service Associate** **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003110 Showing ...
- 4/15/2024 12:00:00 AM
Part Time Teller/Client Service Rep
- Mutual Savings Association
-
Oskaloosa, KS
- Job Description Job Description Primary responsibilities include assisting checking, savings and loan clients, processin...
- 4/13/2024 12:00:00 AM
High Net Worth Service Associate - Greater Kansas City, MO Area
- Fidelity Investments
-
Topeka, KS
- Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
- 3/18/2024 12:00:00 AM
About Topeka, Kansas
Topeka (/toʊˈpiːkə/; Kansa: Tó Pee Kuh) is the capital city of the U.S. state of Kansas and the seat of Shawnee County. It is situated along the Kansas River in the central part of Shawnee County, in northeast Kansas, in the Central United States. As of the 2010 census, the city population was 127,473. The Topeka Metropolitan Statistical Area, which includes Shawnee, Jackson, Jefferson, Osage, and Wabaunsee counties, had a population of 233,870 in the 2010 census.
The name Topeka is a Kansa-Osage sentence that means "place where we dug potatoes", or "a good place to dig potatoes". As a plac...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$49,051 to $64,314
Topeka, Kansas area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023