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Client Service Associate
4 months ago
Cobblestone Capital Advisors, LLC is a privately owned, Rochester‐based, SEC registered, investment advisor offering comprehensive investment advisory and wealth management services. The firm manages over $2.6 billion in assets and has experienced steady growth since its founding in 1986.
Job Summary
A Client Service Associate (CSA) will work closely with relationship managers, portfolio managers, wealth planners, private investments team members, and the back-office operations team to ensure high-quality service for Cobblestone’s clients. This position requires a positive professional attitude, strong computer skills, attention to detail, and the ability to work in a team environment. Our team approach to client service is a strength of Cobblestone and we are looking for the right candidate to thrive in our collaborative and supportive team environment. We place a strong emphasis on being professional, pleasant, and courteous to our clients and to each other.
Duties and Responsibilities
- Ensure that all client needs and requests are handled promptly, accurately, and professionally.
- Responsible for accurately handling all aspects of the client account opening process - custodial paperwork, portfolio accounting and CRM system set up, asset transfers, and client communication.
- Monitor and research all money movement activity in and out of client accounts on a daily basis.
- Handle routine client requests for distributions, name and address changes, gift processing, bill payments, account information, etc.
- Create client presentations/communications through collaboration with portfolio managers, planners, private investments, and the back-office operations team.
- Maintain customer relationship management (CRM) system and ensure the accuracy of tasks, notes, and records.
- Responsible for answering phone lines and ensuring calls are routed properly.
- Coordinate client communications and be a supportive part of the client service process.
- Contribute positively to the team and firm culture by offering your help and/or time whenever possible.
- Handle ad hoc projects as assigned.
- Continue to develop technical knowledge and expertise.
- Guide others through your behavior – ‘leading by example’ within the team and across the firm.
- Identify and evaluate daily workflows for process improvement opportunities and work with Manager to enact change.
Qualifications
- Bachelor’s degree from an accredited college or university (or) Associates degree and prior financial services experience.
- Two or more years of industry experience preferred.
- A friendly professional demeanor and ability to excel in a team-oriented environment.
- Systems and process-oriented mindset.
- Strong proficiency with Microsoft Office suite especially Excel, Word, PowerPoint.
- Excellent communication and organizational skills.
- Salesforce experience a plus.
- Ability to manage time effectively, set priorities and meet deadlines.
- Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
- Notary public designation or ability to achieve within 6 months.
- Ability to learn and adapt to change.
- Willingness to seek out new learning opportunities to increase your effectiveness in your assigned position.
We are an Equal Opportunity Employer and our company’s policies and practices relating to recruitment, employment, career development and advancement, promotion and retirement are based solely on merit, without regard to all legally protected classes, including but not limited to: race, color, sex, age, disability, religion, citizenship or immigration status, national origin, ancestry, military status or veteran status, marital status, familial status, sexual orientation, domestic violence victim status, predisposing genetic characteristics and genetic information, and any other status protected by law.
