Client Service Representative

7 days ago

Roseville, California, United States Tri Counties Bank Full time
Job Summary

We 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 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 all information relating to customer accounts and bank affairs in strictest confidence.
  • Schedule new and service appointments for Financial Advisors and participate in client meetings to ensure paperwork is signed and completed thoroughly.
  • 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 Us

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, and 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 are an Affirmative Action and Equal Opportunity Employer, committed to hiring 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.

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