Client Service Associate
The Client Service Associate provides overall administrative support to the Partner and Client Service Manager team, uses strong critical thinking skills to enhance processes, improve efficiencies; takes ownership of the role to organize and execute on responsibilities; thinks and acts in a proactive manner.
Duties & Responsibilities
• Notifies Client Service Managers of action items related to investment accounts
• Gathers and assists with completion of paperwork for clients
• Assists Client Service Managers and Partners as needed with preparation of reports for client review meetings
• Processes client management fees; records in system; follows up to ensure payment is received
• Assists with client mailings; processes incoming mail
• Ensures offsite files are inventoried
• Orders files from offsite as needed; tracks receipt and return of files
• Files appropriate documents in client files
• Faxes and copies for team as needed
• Scans and indexes documents as needed
• Maintains individual and team calendars
• Orders and maintains all supplies including forms, prospectuses, and useful research information
• Completes other projects as needed including organizing team events
• Fosters an environment of open, honest, and timely communication
• Ensures the vision and core values of Dunston Financial Group are incorporated into the duties and responsibilities of the position
Qualifications
• High school diploma; some college preferred
• Authorization to work in the U.S. without durational restrictions
• Proficient in Microsoft Office applications
• Proven success using critical thinking skills to enhance processes, improve efficiencies
• Work experience that demonstrates interpersonal and teamwork skills
• Must be organized, meticulous, detail-oriented, and able to multitask
• Ability to interact well with clients and all employees
• Commitment to excellent level of customer service
• Authorization to work in the U.S. without durational restrictions
Job Type: Full-time. Compensation and benefits can be discussed upon submission of resume.