Client Service Associate

2 days ago

Roseville, California, United States Tri Counties Bank Full time
Job Title: Client Service Associate I

Come join a dynamic team at Tri Counties Bank, where you can make a real difference in the lives of our clients. As a Client Service Associate I, you will play a vital role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.

Key Responsibilities:
  • Initiate outbound calls to clients and prospects to clarify transaction processing requirements, schedule appointments, and provide excellent customer service.
  • Open, close, and maintain investment accounts in accordance with RJFS guidelines.
  • Deposit checks, distribute cash, and prepare forms to establish investment accounts, move funds between investments, and close investment accounts.
  • Enter trade orders confirmed by a Registered Representative and follow up on the completion of transactions and documents sent to clients and carriers.
  • Maintain online compliance required linking for client trading discounts and ensure all client fees have been collected.
  • Complete outgoing correspondence on behalf of Registered Representatives and process incoming and outgoing mail for the Financial Advisor.
  • Maintain confidentiality of client information and schedule new and service appointments for Financial Advisors.
  • Participate in client meetings to ensure paperwork is signed and completed thoroughly with the FA.
  • Organize client appreciation events, including invitations, venue selection, food and beverage, confirmations, and post-event follow-up.
Requirements:
  • High school diploma or GED required.
  • 3+ years of office experience required.
  • Excellent verbal and written communication skills.
  • Detailed-oriented with excellent organizational and time management skills.
  • Excellent client service orientation.
  • Ability to handle multiple tasks and operate on tight deadlines.
  • Ability to perform repetitive functions.
About Tri Counties Bank:

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. We provide 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.

We remain 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, where we 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 hire 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.

  • Client Service Associate

    3 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Client Service Associate I RoleCome join a company you can be proud to represent. The hiring range for this opportunity is $23.50 to $27.50 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. Job...

  • Client Service Associate

    3 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Client Service Associate I RoleCome join a company you can be proud to represent. The hiring range for this opportunity is $23.50 to $27.50 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. Job...

  • Client Service Associate

    2 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Client Service Associate I Role SummaryTri Counties Bank is seeking a highly skilled Client Service Associate I to support our Financial Advisors in establishing, servicing, and maintaining investment accounts. As a key member of our team, you will play a vital role in delivering exceptional customer service, ensuring compliance, and driving client...

  • Client Service Associate

    4 days ago

    Roseville, California, United States Hilltop Securities Inc. Full time

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Representative

    6 days ago

    Roseville, California, United States Hilltop Securities Inc Full time

    Job Title: Registered Client Service AssociateHilltop Securities Inc., a leading financial services firm, is seeking a highly skilled Registered Client Service Associate to join our team in Roseville, CA.Job Summary:We are looking for a detail-oriented and organized individual to provide exceptional client service and support to our financial advisors. The...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Our firm delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Hilltop Holdings Full time

    About the RoleHilltop Holdings is seeking a highly skilled Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service to our clients.Key ResponsibilitiesCommunicate with clients on a daily basis regarding stock quotes, buy vs. sell scenarios, and other...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Hilltop Holdings Full time

    About the RoleHilltop Holdings is seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service and support to our clients.Key ResponsibilitiesClient Communication: Develop and maintain strong...

  • Client Service Representative

    4 weeks ago

    Roseville, California, United States Tri Counties Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Tri Counties Bank. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors with the establishment, servicing, and maintenance of investment accounts.Key ResponsibilitiesInitiate outbound calls to clients and...

  • Client Service Representative

    4 weeks ago

    Roseville, California, United States Boutique Recruiting Full time

    Job SummaryA prestigious financial services firm in the United States is seeking a highly skilled and detail-oriented Client Service Associate to join their team. As a key member of the financial services team, you will be responsible for providing exceptional administrative support to Financial Advisors, ensuring seamless client service and operational...

  • Client Service Representative

    1 week ago

    Roseville, California, United States Hilltop Securities Inc. Full time

    {"title": "Client Service Representative", "content": "Job SummaryHilltop Securities Inc., a leading financial services company, is seeking a highly skilled Client Service Representative to support our Roseville, CA branch. As a key member of our team, you will provide exceptional customer service to our clients, working closely with financial advisors to...

  • Client Service Representative

    3 weeks ago

    Roseville, California, United States Ethosvet Full time

    About the RoleWe are seeking a highly skilled and compassionate Client Service Representative to join our team at Ethos Veterinary Health. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and their pets.Responsibilities:Welcome clients in a friendly and helpful mannerPrepare and review...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Ethosvet Full time

    About the RoleThe Client Care Specialist will provide exceptional customer service to our clients, ensuring a positive experience at our hospital. This role requires strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment.ResponsibilitiesWelcome clients in a friendly and compassionate mannerPrepare and...

  • Financial Services Associate

    4 weeks ago

    Roseville, California, United States Hilltop Holdings Full time

    About the RoleHilltop Holdings is seeking a highly skilled Registered Client Service Associate to join our team. As a key member of our Wealth Management department, you will play a vital role in providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesClient Communication: Develop and maintain strong...

  • Client Service Representative

    2 weeks ago

    Roseville, California, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly skilled Client Specialist to join our team at Robert W. Baird & Co. This role will provide exceptional client service and operational support for one or more Financial Advisors, following a wealth management or portfolio management business approach.Key ResponsibilitiesCoordinate client onboarding, including managing...

  • Financial Services Associate

    2 days ago

    Roseville, California, United States Boutique Recruiting Full time

    Client Service AssociateA leading financial services firm in Roseville, CA is seeking a skilled and detail-oriented Client Service Associate to support their team. In this role, you will provide essential administrative support to Financial Advisors, ensuring exceptional client service and contributing to the firm's continued success.Key...

  • Client Relations Associate

    1 month ago

    Roseville, California, United States GoodLeap, LLC Full time

    Customer Care AdvisorEmbark on a fulfilling career with GoodLeap, where minimal experience is required.Position Overview:The Customer Care Advisor is responsible for delivering exceptional, high-quality service to our clients at various stages of their journey with us. This role encompasses tasks such as initiating outbound calls, responding to incoming...

  • Environmental Lead and Client Service Manager

    3 weeks ago

    Roseville, California, United States Jobot Full time

    About the RoleWe are seeking an experienced Environmental Lead/Client Service Manager CEQA/NEPA to join our team in Northern California. As a key member of our Environmental Services group, you will be responsible for driving growth and expansion in the region.Key ResponsibilitiesBusiness Development: Collaborate with business leads to grow our environmental...

  • Client Relations Coordinator

    4 weeks ago

    Roseville, California, United States growroseville Full time

    Position OverviewWe are seeking a dedicated Customer Service Specialist to become a vital part of our Customer Service team. This role is crucial in ensuring exceptional support for our clients and will involve various responsibilities aimed at enhancing customer satisfaction.Key ResponsibilitiesDeliver outstanding service to both internal and external...

  • Support Services Assistant

    4 weeks ago

    Roseville, California, United States Service Corporation International Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Administrative Assistant to join our team at Service Corporation International. As an Administrative Assistant, you will provide administrative support to our funeral home, cemetery, crematory, or a combination of these facilities.Key ResponsibilitiesAdministrative SupportProvide administrative...