Client Service Associate

7 days ago


Silver Spring, Maryland, United States Woodforest National Bank Full time
Job Title: Client Service Associate

Woodforest National Bank is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met, and resolving any issues that may arise.

Key Responsibilities:
  • Work with clients, RJ (Raymond James) and third-party custodians to ensure optimal client account maintenance and support.
  • Manage the production and processing of all client account documentation.
  • Manage a client review process to ensure ongoing client meetings and continued implementation of client investment strategies.
  • Formalize and manage a client onboarding process.
  • Monitor branch daily alerts and take action as needed.
Requirements:
  • A general understanding of all RJ (Raymond James) systems.
  • Proficiency with Microsoft Office products (i.e., Excel, Word, Outlook, PowerPoint or SharePoint).
  • Excellent organizational and time management skills.
  • Excellent customer service skills.
  • Ability to interact and communicate effectively with internal and external parties.
  • Ability to multi-task effectively and leverage internal resources.
  • Excellent attention to detail.
  • Strong client focus and ability to partner with various internal groups.
  • Independent, self-motivated with an ability to adapt and be flexible in a team environment.
  • Ability to navigate client relationships and product usage.
  • Strong verbal and written communication skills.
  • Strong analytical and problem-solving skills.
Minimum Qualifications/Experience:
  • 5 years of financial services industry experience, or an equivalent amount of work experience, education, and training required.
Formal Education & Certification:
  • SIE / Series 7 and 66 preferred.
Work Status:
  • Full-Time.
Supervisory Responsibility:
  • None.
Travel:
  • 0% - Negligible amount of travel expected.
Working Conditions:
  • Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.


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