Client Service Associate I
About The Position
Under general supervision, Client Service Associates will provide key administrative support solely to the Financial Services department of CNC (CNCFG). This role involves significant client-facing interactions, effective management of administrative tasks, and ensuring efficient operations within the office. The CSA will complete all administrative tasks, projects, and responsibilities (listed below) in a consistent and unwaveringly professional manner, meeting firm-wide expectations for each individual item, such as desired formatting, end-result product outcomes, "by-whens", time budget for completion, and any other pertinent requirements. The omission of specific duties does not exclude them if the work is similar, related, or a logical assignment to the position.
Requirements
- Minimum 2 years administrative experience, preferably in an accounting or financial services setting
- Familiarity with CRM software
- Pursuing, or plans to pursue, minimum of FINRA Series 7 and Series 66 licensing
Nice To Haves
- High level skills in Microsoft Office Suite, specifically Excel
- Critical thinking skills, good judgment, and effective problem-solving abilities
- Excellent organizational, prioritization, and multitasking abilities
- Strong communication and interpersonal skills
- Attention to details and accuracy
- Ability to work independently and as part of a team
- Ability to prioritize tasks and manage time effectively
- Associate's degree or higher in Business Administration, Accounting, or related field preferred
Responsibilities
- General office duties such as managing phones, managing emails, and handling correspondence
- Schedule and coordinate meetings and appointments
- Preparation of client and CNCFG deliverables such as proposals, presentations, reports, and spreadsheets
- Attend all department meetings
- Key communication with external sources (clients, attorneys, banks, etc.)
- Identify opportunities to improve processes and create efficiencies
- Prioritize workflow and deadlines, while practicing good time and project management skills
- Generate letters, memos, and emails as requested
- Proofread and ensure accuracy of all products
- Interact professionally with internal and external clients and prospects; handle inquiries effectively and in an organized and courteous manner
- Resolve customer service issues
- Review time-sensitive and/or complex documents
- Set up new accounts and process account information changes
- Process distributions and transaction requests, reconcile transactions
- Maintain notes in Redtail CRM for activities performed
- Monitor and update tasks in CRM software
- Compliance with company policies, procedures, and regulatory requirements
- Handle sensitive and confidential information with discretion and integrity
- Support special projects and initiatives within the Financial Services and Tax departments
- Maintain multiple complex broker dealer and vendor platforms, portals, and systems
- Any variety of operational tasks for complex securities- or cash-related transactions or processes that require extensive knowledge of departmental functions and systems
- Adhere to staff-specific office hours (staggered arrival, break, lunch, and departure times, and any deviation of schedules due to vacation, illness, or emergency), that guarantee administrative coverage of CNCFG
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1-10 employees
