Client Service Associate

3 weeks ago


Santa Ana, United States Eastridge Workforce Solutions Full time

Eastridge Workforce Solutions is a leading provider of workforce management solutions, committed to connecting skilled professionals with meaningful career opportunities.Eastridge is partnering with a well-established financial management firm in its search for a Client Service Associate in Santa Ana, CA. For immediate consideration, apply today. Key Responsibilities:New Account Administration:Complete and proof the forms for new accounts.Enter client information into Salesforce.Send thank you cards and privacy notices to clients.Transaction Administration:Complete and proof "tickets" for transactions.Process deposits and enter payments into the general ledger.Handle copying and processing of financial documents.Sales Support:Manage heavy emailing; review and respond to emails throughout the day.Perform basic Excel work and assist with sales reporting.Occasionally handle trips to the bank or post office.Assist Sales Representatives with calendaring and appointment scheduling.Help organize educational seminars and workshops.Administrative Tasks:Order office supplies and manage inventory.Handle incoming and outgoing mail distribution.Scan and archive important documents.Qualifications:Education:BA/BS degree strongly preferred; AA degree minimum required.Experience:2-5 years of post-college work experience.Experience in the financial planning firms or wealth management firms would be idealExperience with insurance agencies (State Farm, Farmers, Allstate, etc.)Skills:Exceptional grammar and spelling; ability to compose flawless correspondence.Strong desire to work hard, prove yourself, and grow within the financial industry.Compensation and Benefits:Benefits:100% paid health and dental benefits for the employee, and 50% paid for dependents.Company contributes 3% of your salary into your 401(k) annually.21 PTO days per year for vacation, sick leave, and holidays, with the option to choose.PTO increases by 1 day per year up to 30 days.Bonuses:Quarterly bonuses based on performance.Annual bonuses based on the company's net profit.1% of the firm's net profits paid annually.Eastridge Workforce Solutions is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. Please note that Eastridge is unable to provide visa sponsorship to applicants.Certain clients require Eastridge to perform background checks and Eastridge will consider qualified applicants with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.#IPROPLUS



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