Client Service Associate
Collaborate with other team members, including Senior Client Service Associates and Client Relationship Associates, to provide high level service to EVIC clients. Maintain up to date knowledge of custodial, administrative and operational requirements in regards to account maintenance. Work with Investment Counselors and Portfolio Operations Specialists to onboard new clients and open new accounts on custodial and EVIC systems. Manage daily service requirements and respond to client requests such as movement of money and bill paying. Establish relationships with custodial contacts and internal departments regarding operations and account maintenance. Carry out reporting requirements related to quarterly statements, communications and distribution. Maintain compliant client records, files and billing information. Anticipate client needs on an ongoing basis, reviewing account workflows and service requirements.
Minimum 1 to 3 years of related experience.
Financial Services class work, or customer service and operations experience preferred.
Excellent verbal and written communication skills.
Strong computer skills including Microsoft Excel, Word, PowerPoint, Adobe and Windows.
Interest in learning various software applications as the job requires.
Must be organized and have a strong attention to detail.
Able to work in a team environment. Interest in career growth in wealth management.
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