Client Service Associate

1 month ago

Modesto, United States Mraz Amerine & Associates Full time

**Client Interaction**:

- Address client concerns, provide assistance, and resolve issues efficiently to ensure high levels of customer satisfaction.
- Maintain a positive and empathetic attitude toward clients, demonstrating active listening and understanding of their needs.

**Account Management**:

- Assist clients with account openings, transfers, and other administrative processes, ensuring all required documentation is accurately completed and submitted in a timely manner.
- Process client requests for fund transfers, distributions, and account updates according to established procedures and regulatory guidelines.
- Collaborate with other departments, such as compliance and operations, to facilitate seamless account management processes.
- Develop a thorough understanding of the firm's services and processes to effectively address client inquiries and provide appropriate guidance.

**Documentation and Reporting**:

- Maintain accurate records of client interactions, transactions, and account activities using the firm's CRM system or other designated tools.
- Generate and distribute account statements, reports, and other relevant documents to clients on a regular basis or upon request.
- Assist in preparing regulatory filings, compliance documentation, and audit reports as needed to ensure regulatory compliance and transparency.

**Relationship Management**:

- Build and nurture strong relationships with clients by demonstrating professionalism, trustworthiness, and integrity in all interactions.

**Continuous Improvement**:

- Participate in training sessions, workshops, and professional development activities to enhance product knowledge, communication skills, and customer service proficiency.
- Provide feedback and suggestions for process improvements, system enhancements, or service enhancements to management to optimize the client experience and operational efficiency.
- Stay abreast of emerging technologies, industry best practices, and customer service trends to adapt and innovate in response to evolving client needs and market dynamics.

**Compliance and Risk Management**:

- Adhere to all regulatory requirements, internal policies, and industry standards governing client interactions, data privacy, and financial transactions.
- Identify and escalate any compliance issues, operational risks, or potentially fraudulent activities to the appropriate stakeholders for investigation and resolution.
- Collaborate with compliance officers and advisors to ensure adherence to regulatory obligations.

**Qualifications**:

- Bachelor's degree in finance, business administration, or a related field is preferred.
- Excellent organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
- Previous experience in client service, preferably within the financial services industry.
- Strong communication skills, with the ability to communicate complex concepts in a clear and concise manner.
- Proficiency in Microsoft Office Suite and familiarity with CRM software (e.g. Salesforce) is preferred.
- Willingness to obtain Series 65 securities license within a specified timeframe.

**Compensation and Benefits**:
**Competitive Salary**:

- We offer a competitive base salary commensurate with your experience, skills, and qualifications. Base salary will range from $50,000-$75,000 per year.

**Performance-Based Bonus**:

- Eligibility for an annual performance-based bonus, determined by individual and team performance against established goals and objectives.

**Benefits Package**:

- Comprehensive benefits package including health insurance, dental, and vision coverage to support your overall well-being and that of your dependents.
- Retirement savings plan (e.g., 401(k)) with company match to help you plan for your future financial security.

**Paid Time Off (PTO)**:

- Generous PTO allowance to promote work-life balance and allow you to recharge and pursue personal interests outside of work.

**Professional Development**:

- Opportunities for professional growth and development through training, workshops, and educational assistance programs.
- Support for obtaining relevant industry certifications and licenses to enhance your skills and advance your career within the firm.

**Work Environment**:

- Collaborative and inclusive work environment where your contributions are valued and recognized.
- Opportunities to work with a diverse team of professionals who are passionate about delivering exceptional service to our clients.

Pay: $50,000.00 - $75,000.00 per year

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Modesto, CA 95354 (required)

Work Location: In person

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