Client Associate I

3 months ago

Redding, United States Tri Counties Bank Full time

Come join a company you can be proud to represent.

The hiring range for this opportunity is $21.50 to $25.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

The Client Service Associate I role is to support one or more Financial Advisors with the establishment, servicing and maintenance of investment accounts.The Client Service Associate will have a daily and active role client retention and growth through excellent customer service that is provided via phone, mail, electronically and face to face.The Client Service Associate will also be responsible for maintaining client and branch compliance files that are audited an annual basis.

MAJOR RESPONSIBILITIES

•Initiates outbound calls to clients and prospects regarding transaction processing/requirements, clarification or appointment scheduling

•Opens, closes and maintain investment accounts per RJFS guidelines

•Deposits checks, and distributes cash from various investment accounts

•Prepares forms to establish investment accounts, move funds between investments and close investment accounts.

•Enter trades orders that have been confirmed by a Registered Representative (Delete out of Compliance)

•Follow up on the completion of transactions and documents sent to clients and carriers.Resolve any delays that may occur in the process.

•Maintains online compliance required linking for client trading discounts

•Ensures all client fees have been collected

•Completes outgoing correspondence on behalf of Registered Representative either by print or email.

•Process incoming and outgoing mail for the Financial Advisor

•Maintains all information relating to customer accounts and bank affairs in strictest confidence

•Schedule new and service appointments for their Financial Advisors. (Add)

•Participate in client meetings to make sure paperwork is signed and completed thoroughly with the FA. (Add)

•Organize client appreciation events to include invitations, venue selection, food and beverage, confirmations, and post event follow up.

OTHER RESPONSIBILITIES

•Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.

•Has an understanding of investment products and how they work.

•Performs other work-related duties as assigned.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

•High school diploma or GED required

•3+ years of office experience required

•Excellent verbal and written communication skills

•Detailed oriented with excellent organizational & time management skills

•Excellent client service orientation

•Ability to handle multiple tasks & operate on tight deadlines

•Ability to perform repetitive functions

COMPANY PROFILE:

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions® for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.

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