Client Service Associate
4 weeks ago
Job Type
Part-time
Description
This position is located at our Walnut Creek, WA office which is located at: 1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
This is a part time role. We anticipate this person will work about 20 hours per week with the possibility of growth in the future.
The Client Service Associate provides administrative support to Team Members and clients by performing a variety of complex duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service.
Principal Accountabilities:
- Initiates and monitors administrative details to serve team and clients with excellence, which include but are not limited to:
- Manages all procedures and follow-up necessary to service investment accounts (e.g., processing applications, deposits, withdrawals, transfers; collating and mailing Quarterly Investment Reviews; and generating various investment reports as needed).
- Prepares requested client, branch, or investment reports and spreadsheets in a timely manner.
- Transcribes or composes routine correspondence and emails with speed and accuracy and in keeping with the highest business standards.
- Manages expense reporting process in a manner consistent with Finance procedures.
- Coordinates the scheduling of team appointments, meetings, and travel arrangements.
- Greets team's visitor(s) or client(s) in a warm, welcoming manner,
- Proactively plans for and responds to urgent needs.
- Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its client base.
- Approaches work, interactions and relationships in a manner consistent with the company's Core Values.
- Executes all functions necessary to maintain accurate electronic records and database of prospect and client information in accordance with compliance guidelines and regulations, including maintaining well indexed and up-to-date electronic file systems for correspondence, reports and reference material, and confidential and non-confidential material.
- Gathers, records, and processes pertinent information from clients or financial institutions for record maintenance or further analysis by other team members.
- Effectively utilizes CRM and DMS systems to maintain records in an accurate, up-to-date manner.
- Answers incoming calls and emails in a professional manner, providing routine information referring to the appropriate team member when needed.
- Actively builds efficiencies and effectiveness into administrative and clerical tasks.
- Performs some branch accounting tasks, such as accounts payable and receivables, as required and forwards all other branch accounting information in a timely manner to the Finance department for processing.
- Processes incoming and outgoing mail efficiently.
- Ensures office equipment is properly maintained.
5. Processes quarterly billing generates invoices and maintains updated Client Income Projection report in a timely, and accurate manner.
6. Supports and completes special company-wide projects in accordance with prescribed standards and guidelines.
7. Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines. Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.
Requirements
Qualifications:
- Organizes and expresses thoughts clearly and concisely in both speaking and writing.
- Demonstrated excellent computer literacy/skills and knowledge of specialized office programs, including strong proficiency within Microsoft Office products, specifically Microsoft Excel, Word, and Outlook.
- Demonstrated knowledge of file management principles and, with assistance from internal training resources, demonstrated competency in utilizing company-specific software applications.
- Adeptness at prioritization and proactive planning with ability to complete multiple time-sensitive tasks, responding to urgent needs.
- Personal integrity and ability to discreetly handle confidential data.
- Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment
- Capability to excel in a team environment as well as working independently
- Desire to serve clients and co-workers with excellence
- Proven strong technical and analytical skills
- Strong business mathematical skills and keen attention to detail
- Strong organization skills and systems acumen
- Bachelor's degree in management, Business, Finance, Accounting or a related field is preferred.
- Minimum of three (3) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment, banking or accounting company is strongly preferred.
A reasonable estimate of the current range is $25 to $35 per hour.
This job description is for California only and the salary range listed above is specifically related to the cost of labor for this area. Any offered salary is determined based on internal equity, internal salary ranges, applicant's skills and prior relevant experience, and certain degrees and certifications. The range is provided in good faith. We may ultimately pay more or less than the posted range. This range may be modified in the future.
Blue Trust is an equal opportunity employer.
-
Associate Director, Client Services
2 months ago
Walnut Creek, United States Century Group Full timeOur Walnut Creek office is currently hiring an Associate Director of Client Services, responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities - demanding detailed-oriented professionals who thrive in a results-driven, fast-paced and collaborative...
-
Associate Director, Client Services
4 weeks ago
Walnut Creek, United States Century Group Full timeOur Walnut Creek office is currently hiring an Associate Director of Client Services, responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities - demanding detailed-oriented professionals who thrive in a results-driven, fast-paced and collaborative...
-
Associate Client Service Manager
2 weeks ago
Walnut Creek, California, United States Arthur J. Gallagher & Co. Full timeAssociate Client Service ManagerNew Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with...
-
Client Associate
2 months ago
Walnut Creek, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...
-
Client Associate
4 weeks ago
Walnut Creek, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right...
-
Client Associate
1 month ago
Walnut Creek, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right...
-
Client Associate
2 weeks ago
Walnut Creek, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right...
-
Client Service Representative
2 weeks ago
Walnut Creek, California, United States Muller Veterinary Hospital & The Canine Rehabilitation Center Full timeJob description:Are you a compassionate, friendly, and courteous communicator? Are you detail-oriented, efficient, and do you enjoy working with people and their pets? If you answered "Yes" we want to talk with youMuller Veterinary Hospital is a fast-paced, progressive small animal veterinary practice accredited by the American Animal Hospital Association....
-
Client Service Representative
2 months ago
Walnut Creek, United States Muller Veterinary Hospital & The Canine Rehabilitation Center Full time**Job description**: Are you a compassionate, friendly, and courteous communicator? Are you detail-oriented, efficient, and do you enjoy working with people and their pets? If you answered "Yes!" we want to talk with you! Muller Veterinary Hospital is a fast-paced, progressive small animal veterinary practice accredited by the American Animal Hospital...
-
Client Service Representative
2 days ago
Walnut Creek, United States Muller Veterinary Hospital & The Canine Rehabilitation Center Full time**Job description**: Are you a compassionate, friendly, and courteous communicator? Are you detail-oriented, efficient, and do you enjoy working with people and their pets? If you answered "Yes!" we want to talk with you! Muller Veterinary Hospital is a fast-paced, progressive small animal veterinary practice accredited by the American Animal Hospital...
-
Client Service Coordinator
3 weeks ago
Walnut Creek, United States AccentCare Full timeOverview Why You’ll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their...
-
Client Service Coordinator_
6 hours ago
Walnut Creek, United States AccentCare Full timeOverview Why You’ll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their...
-
Client Service Specialist
3 weeks ago
Walnut Creek, United States Pacific Excel Wealth Advisors Full timeJob Overview: We are seeking a highly motivated and customer-focused individual to join our team as a Client Services Specialist. As a Client Services Specialist, you will be responsible for managing and maintaining relationships with our clients, ensuring their satisfaction and success with our products and services. **Responsibilities**: - Serve as the...
-
Client Service Coordinator
4 weeks ago
Walnut Creek, United States AccentCare Full timeOverview: Why Youll Love Being a Client Service Coordinator at AccentCare Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role. When you join AccentCare, you become part of a team that is not only dedicated to their patients,...
-
Client Service Coordinator
4 weeks ago
Walnut Creek, United States AccentCare, Inc. Full timeJob DescriptionJob DescriptionOverviewWhy You’ll Love Being a Client Service Coordinator at AccentCareDo you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Coordinator role.When you join AccentCare, you become part of a team that is not only...
-
Client Service Executive
1 month ago
Walnut Creek, United States Arthur J Gallagher & Co. Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Client Service Executive
4 weeks ago
Walnut Creek, United States Arthur J Gallagher & Co. Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Client Service Executive
2 weeks ago
Walnut Creek, United States Arthur J. Gallagher & Co. Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Client Service Executive
4 weeks ago
Walnut Creek, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Client Service Executive
1 month ago
Walnut Creek, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
