Client Service Associate

2 weeks ago

Waldorf, United States Shore United Bank Full time

Shore United Bank is seeking a full-time** Client Service Associate **to join our team.

The Client Services Associate will be tasked with maintaining current clients, keeping accurate correspondence records, meeting regularly with management, updating client details, helping develop customer service policies, and training junior client services agents as the division grows. Dedication to the needs of the clients will encourage client loyalty and enhance the organization's growth through positive client-to-business engagement. Responsible for providing administrative support and client management for Wye Financial Partners, this role coordinates work within the brokerage department on the LPL Financial platform, as well as backing up Wye Trust on the Fi-Tek/Global Wealth ES platform; reporting pertinent information to the VP and SVP and financial advisors; responding to inquiries or requests for information from clients.

**Essential Functions Include**:
Administrative
- Answers all incoming telephone calls and distributes accordingly.
- Schedules appointments.
- Greets clients and visitors.
- Responsible for initial and ongoing filing and maintenance of all client files.
- Prepares new client files and maintains client account paperwork as directed.
- Prepares daily logs and other required monthly and quarterly reports.
- Sorts and forwards incoming mail appropriately.
- Forwards bills as received to Manager for payment approval.
- Executes deposits for clients and Wye accounts as needed.
- Prepares Fed Ex/UPS packages and assures package is taken to appropriate drop box for overnight shipment as needed.
- Orders and maintains supplies for the entire office.
- Assists EVP, VP and Advisors with daily paperwork as needed.
- Coordinates specific work tasks with other personnel within the department as well as with other departments to ensure the smooth and efficient flow of information.

Marketing
- Organize and plan team and client events as needed.
- Advisor Support
- Support advisors in maintaining relationships with clients.
- Serves as a resource to support advisors for client's other professionals such as Attorneys, Portfolio Managers, and Accountants.
- Proactively update and review advisor calendars to anticipate upcoming meetings and paperwork required. Responsible for coordinating with advisor for advance meeting preparation to include last meeting review, agenda creation and new paperwork creation.
- Maintain and communicate with advisors on referral system on Shore Connect.
- Facilitate 1099 and K-1's year-end tax reporting as needed for LPL accounts.

General
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Participates in required training sessions, including training for compliance with BAI policies and procedures.
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
- Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
- Responds to inquiries relating to his/her area, or to requests from customers, or other bank personnel, etc., within given time frames and within established policy.
- Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

**Location**:3035 Leonardtown Road, Waldorf, MD 20601

**Position Type/Expected Hours of Work**:

- Full-time.
- Non-exempt.
- Days of Work: Monday-Friday

**Required Education and Experience**:

- BS or BA in Finance or related field.
- A minimum of 5 years' experience

**Compensation**:

- The pay range for this position is $20.80 to $29.40 hourly.
- Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

**Company Benefits**:

- Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
- Comprehensive benefits package including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability; and much more
- Paid parental leave
- 401k savings plan with up to a 4% company match
- Employee perks such as: employee banking services, loan discount program, education assistance, career development prog

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