Client Service Associate
7 days ago
We are seeking a highly skilled Client Service Associate to join our team at Ronald Blue & Co. This role will be responsible for providing exceptional client service and support to our Family Office clients.
Key Responsibilities- Serve as the primary point of contact for client requests and concerns, ensuring timely and effective resolution.
- Manage client relationships, including scheduling appointments, preparing reports, and maintaining accurate records.
- Collaborate with advisors and financial planners to develop and implement client service plans.
- Provide administrative support, including expense reporting, accounts payable, and accounts receivable.
- Assist with trust administration, including opening and closing accounts, processing money movements, and adhering to compliance guidelines.
- Bachelor's degree in a related field, such as management, business, finance, or accounting.
- Minimum of three years' experience in operations support, office management, client service, investments, or accounting.
- Strong communication and organizational skills, with the ability to prioritize multiple tasks and deadlines.
- Proficiency in Microsoft Excel and Word, with experience in CRM and DMS systems.
We offer a competitive salary range of $29.00-$31.50 per hour, with benefits and opportunities for professional growth and development.
Blue Trust is an equal opportunity employer, committed to diversity and inclusion in the workplace.
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Client Associate
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Client Service Associate
3 weeks ago
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Client Service Coordinator
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Irvine, California, United States EBizCharge Full time{"title": "Client Services Administrator", "description": "Job SummaryAt EBizCharge, we are seeking a highly motivated and detail-oriented Client Services Administrator to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met, and exceeding their...
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