Part-Time Client Service Associate

Raymond James•Greenwood Village, CO

1d•$45,000 - $52,000•Onsite

About The Position

Evans Financial, a company offering comprehensive financial services with a personal touch, is seeking a Part-Time Client Service Associate. The ideal candidate will have a strong client-focus, be detail-oriented, enjoy administrative work, and genuinely like people. This role involves supporting financial advisors and the branch office, managing client interactions, and contributing to the company's vision of partnership and ownership.

Requirements

Knowledge of General office practices, procedures, and methods.
Vendor management and procurement.
Skill in Client Relationship Management (CRM) software, or similar contact management software.
Microsoft Office.
Tax software.
Effective and professional communication across multiple client interactive platforms (in-person, virtual, phone and mail).
Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Identify time sensitive items and assess competing priorities.
Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
Analyze problems and establish solutions in a fast-paced environment.
Use mathematics sufficient to process account and transaction information.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
Work both independently and as part of a cohesive team.
Provide a high level of customer service.
High School Diploma or equivalent.
One (1) or more years customer service experience.
General Experience - 13 months to 3 years.

Nice To Haves

The ideal candidate is also detail-oriented, loves working in administration, and truly enjoys people.

Responsibilities

Services a high volume of daily interactions, including basic inquiries and scheduling of meetings.
Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
Meeting preparation, including room set up and assembly, scan, and copy of meeting documents.
Vendor management.
Meeting follow up, including emails and phone calls.
Client communication management, including greeting cards and other marketing materials.
Event planning and logistics.
Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures.
Performs other duties and responsibilities as assigned.