Senior Client Service Associate

3 weeks ago

Portland, United States Cable Hill Partners Full time
About Cable Hill Partners:

Cable Hill Partners is an independent financial planning and investment management firm. We have a culture of growth, learning and fun. We are a collaborative ensemble of professionals who meet challenges with empathy, authenticity and excellence. Our success is driven by a team of experienced professionals with diverse backgrounds who thrive in a fast-paced, client-focused environment. Our Vision is to be the partner people trust to achieve financial clarity in their life, work and legacy.

Summary

Do you have an innate ability to turn every client interaction into a delightful experience? Do you love organization and attention to detail as much as talking to people? As a Client Services Associate, you'll be the secret ingredient to our clients' happiness, handling every request with flair and finesse.

The Sr. Client Service Associate ("Sr. CSA") performs duties which directly impact the client experience. This is a hybrid position, performing both the duties of a Client Service Associate and a Relationship Manager for assigned clients. This is a non-exempt position, reporting to the Client Services Manager.

What you will do:

  • Manage and support client relationships to ensure a gold standard client experience. Engage in regular in-person, telephone and email client interaction.
  • Prepare and process documentation related to client onboarding and maintenance including account applications, transfer documents and other forms as required. Log all activities in the firm's CRM in a timely and accurate manner. Ensure accuracy and integrity of client records, centers of influence (COI), and prospective clients.
  • Complete miscellaneous administrative tasks that support the client relationship as assigned and log all activities in the firm's CRM in a timely and accurate manner.
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • Collaborate closely with Lead Advisors at all stages of the client review meeting process, including preparation of materials and attendance at the meetings. Ensure accurate and detailed notes are entered into the CRM following the meeting. Follow up on action items.
  • As requested, coordinate client retention processes including anniversaries, Thank You notes, flowers and/or gifts.
  • Perform tasks associated with client's cash flow and money movement directives.
  • Interact as needed with custodians. Ensure the accuracy and integrity of electronic record-keeping with the firm's custodians.
  • Coordinate client service models to determine proactive client touch points.
  • Assist with the training of new or newly promoted client-facing team members. Work with team members to ensure training and reference documents are accurate and updated as needed. Monitor industry trends and alerts and disseminate pertinent information as needed.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Perform back-up duties for the front office. May assist with general office duties, including answering incoming phone calls, greeting clients, office supply management, mail processing, internal and external event coordination and meeting management.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.
  • Positively engage with all members of the team in a professional office setting to support and advance Cable Hill's culture.
About you:
  • You are highly collaborative and love interacting with people
  • You pride yourself on excellent customer service and communication
  • You have strong time management skills, with the ability to effectively organize and prioritize tasks
What you will need:
  • A minimum of three years of administrative experience in a professional setting. Experience must include professional interaction by phone and in person with clients. Finance industry experience preferred.
  • Expected to gain competence in industry terminology and concepts that support their job description.
  • Proficiency in Microsoft Office Suite products required.
  • Series 65 preferred but not required.
  • SalesForce, DocuSign and eMoney experience preferred.
Total Rewards:
  • Competitive compensation
  • Cable Hill pays 90% of medical, dental and vision premiums for employees and eligible dependents
  • Life and disability benefits - base benefit premiums paid by Cable Hill
  • Generous PTO policy
  • Bonus Program
  • A 3% contribution to 401(k)
  • 401(k) Profit-sharing contribution after 1 year
  • Early close Fridays at 2 pm
  • After initial training period, the ability to work from anywhere for one week every 6 months
  • Team building events
  • A caring and supportive growth and learning culture

We strongly urge people from underrepresented groups to apply.

Cable Hill Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability or genetics. In addition to federal law requirements, Cable Hill Partners complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Cable Hill Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Cable Hill Partners' employees to perform their job duties may result in discipline up to and including discharge.

  • Senior Client Service Associate

    3 days ago

    Portland, United States TalentLink Solutions Full time

    We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term...

  • Senior Client Service Associate

    3 days ago

    Portland, United States TalentLink Solutions Full time

    We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term...

  • Client Service Associate

    1 month ago

    Portland, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

  • Client Services Associate

    2 months ago

    Portland, United States SPS North America Inc Full time

    Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate sits on-site with the client and ensures the security and preservation of records. Key Responsibilities: Support the onsite business center, which may...

  • Mail & Scanning Associate (ME)

    4 weeks ago

    Portland, United States SFX - Warehouse Associate Full time

    Job Type Full-time Description We are seeking a reliable and detail-oriented individual to join our team as a Mail & Scanning Associate. The Mail & Scanning Associate is responsible for making sure the daily scanning work is completed in a timely manner and according to specifications. Sort, open, and scan client mail and maintain their databases. Assign...

  • Senior Sales Professional

    3 weeks ago

    Portland, Oregon, United States Bonaventure Senior Living Full time

    Bonaventure Senior Living is seeking a skilled Sales Associate to join our team. As a Sales Associate, you will play a crucial role in promoting our senior living community and providing exceptional customer service to prospective residents.Key Responsibilities:Provide direct sales and customer service to prospective residentsManage the sales process and...

  • Mail & Scanning Associate (ME)

    2 weeks ago

    Portland, United States SFX - Warehouse Associate Full time

    Duties/Responsibilities: Complete mail inserting hand-work on provided audit sheet, doing all jobs by hand. Understand the different folds, tri, bi and flat. Ensure all requested inserts are pulled for the correct job. Reading all special instructions on the audit sheet and understanding what is being requested. Perform mail Metering on the Pitney and...

  • Solar Customer Service Associate

    3 weeks ago

    Portland, United States Uspih Enterprises Full time

    Uspih Enterprise is currently seeking a driven Solar Customer Service Associate to join our Portland-based team. We deliver direct customer service and account support to increase sales, improve customer satisfaction, and drive long-term customer retention. Our impact is undeniable. Due to recent growth, we have partnered with a community solar farm to...

  • Solar Customer Service Associate

    4 weeks ago

    Portland, United States Uspih Enterprises Full time

    Uspih Enterprise is currently seeking a driven Solar Customer Service Associate to join our Portland-based team. We deliver direct customer service and account support to increase sales, improve customer satisfaction, and drive long-term customer retention. Our impact is undeniable. Due to recent growth, we have partnered with a community solar farm to...

  • Customer Service Associate/ Senior Customer Service Associate

    3 months ago

    Portland, United States Shane Co. Full time

    Overview: We are looking for customer service professionals who can excel at giving our guests a 5-star experience. The level of customer service we provide at Shane Co. is exceptional and our Customer Service Associates are critical to the success of the stores. We are looking for individuals with at least one year of high-level customer service experience...

  • Sales Associate/Community Relations

    6 months ago

    Portland, United States Bonaventure Senior Living Full time

    Bonaventure of Milwaukie has an exciting job opening for a Sales Associate! We are building a Brand-New community in Milwaukie, Oregon! Don't miss this exciting opportunity to be a part of the team at this beautiful, state-of-the-art retirement community. Salary from $55,000 to $65,00Paid Training, no industry experience necessary for Sales Associate....

  • Sales Associate\Community Relations

    2 months ago

    Portland, United States Bonaventure Senior Living Full time

    Bonaventure of Tigard has an exciting job opening for a Sales Associate! Salary from $55,000Paid Training, no industry experience necessary for Sales Associate. Bonaventure Senior Living is looking for a self-motivated, results-driven Sales Associate to lead our sales effort. The successful candidate will have a strong desire to build relationships, promote...

  • Senior Care Specialist

    1 month ago

    Portland, Oregon, United States Seastar Senior Services Full time

    At SeaStar Senior Services, we're dedicated to providing exceptional care for seniors and vulnerable adults in the Portland, Oregon area. As a home care provider, you'll play a vital role in ensuring our clients receive the highest level of care and support in the comfort of their own homes.We're seeking professional and compassionate caregivers to join our...

  • Sales Associate/Community Relations

    6 months ago

    Portland, United States Bonaventure Senior Living Full time

    Bonaventure of Milwaukie has an exciting job opening for a Sales Associate! We are building a Brand-New community in Milwaukie, Oregon! Don't miss this exciting opportunity to be a part of the team at this beautiful, state-of-the-art retirement community. Salary from $55,000 to $65,00Paid Training, no industry experience necessary for Sales Associate. ...

  • Client Service Coordinator

    2 months ago

    Portland, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Coordinator

    6 months ago

    Portland, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Commercial Client Services Representative

    2 weeks ago

    Portland, United States Umpqua Bank Full time

    DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under...

  • Senior Associate, Federal Contracts

    2 weeks ago

    Portland, United States KPMG-UnitedStates Full time

    Business Title:Senior Associate, Federal ContractsRequisition Number:116978 - 97Function:Business Support ServicesArea of Interest:State:VACity:McLeanDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today’s most important industries. Our growth is driven by delivering...

  • Client Services Representative

    5 months ago

    Portland, United States DolFUN SWIM Academy Full time

    Benefits: 401(k) Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Training & development Vision insurance Wellness resources Client Services RepresentativeAre you a PEOPLE PERSON looking for a great part time...

  • Senior IT Service Technician

    2 months ago

    Portland, United States Portland Internetworks Full time

    We're looking for a new team member and guess what? It's your lucky day: we're looking for a Senior IT Service Technician! Founded in 1997, Portland Internetworks offers managed IT services, telecommunications services, and consulting for the Portland metro area and beyond-basically, we help businesses stay connected in every possible sense. Yes, this is...