Client Services Associate

Essential Duties And Responsibilities

• Initiates and schedules appointments with new and existing clients; gather necessary information prior to meetings.
• Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
• Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
• Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
• Affords assistance in preparing client meeting materials, reports, and follow-up correspondence.
• Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
• Maintains strong attention to detail and service quality while monitoring and responding to daily client requests.
• Works closely with operations and trust administration teams to resolve issues efficiently.
• Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
• Performs other duties as assigned.

Qualifications

• Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
• High attention to detail and accuracy, evidenced by consistently producing error-free work, managing multiple deadlines, or handling high-volume tasks in fast-paced environments.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands-on use to create documents, analyze data, develop presentations, and support day-to-day workflow.
• Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.

Education And/Or Experience

• A High School Diploma or General Education Degree (GED) required.
• 1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required.
• Experience with customer relationship management or trust/wealth software preferred.

LICENSES AND CERTIFICATIONS

• Related certifications or licenses preferred.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently.
• Lifting - Occasionally (up to 10 lbs).
• Sitting - Frequently.
• Overtime - Subject to business need.
• Noise Level - Moderate.
• Typical Work Hours - M-F (8-5).
• Regular and Predictable Attendance - Required.