Client Support Associate II

Essential Duties/Responsibilities

• Backs up the CSA I for directing incoming calls, greeting and directing clients and visitors.
• Receives, opens, distributes, and processes mail and makes daily deposit, to back up CSA I.
• Collections, stamps, and drops off outgoing mail, including client birthday cards and large client mailings, to back up CSA I.
• Fields questions regarding Alpine Bank Wealth Management (ABWM) functions.
• Facilitates client requests for deposits, transfers, trades and distributions.
• Prepares account opening and closing documents to include checklist maintenance, document generation and client follow-up.
• Collects required documents from clients for account maintenance.
• Schedules appointments and account reviews between client and Wealth Management Officers.
• Conducts Annual Account Reviews with help from staff which includes AAR administrative question completion, flagging maintenance concerns and participating in administrative AAR meetings.
• Provides Memorandum Ticklers to Management.

Job Qualifications

• General knowledge of investing and finance concepts including ABWM’s portfolios and investment vehicles.
• Excellent written and verbal communication skills.
• Superior interpersonal, organizational and client services skills.
• Strong computer skills including proficiency in Microsoft Suite (Word, Excel and PowerPoint), and internet research.
• Ability to operate multi-line telephone system and fax machines.
• Ability to manage difficult customer situations.
• Strong ability and understanding the necessity of maintaining confidentiality.
• Ability and willingness to solicit feedback to improve customer service.
• Skill and ability to present numerical data effectively.
• Ability and willingness to identify and resolve problems in a timely manner and to develop alternative solutions when needed.
• Ability to balance team and individual responsibilities, adapt to changes in the work environment, manage competing demands, prioritize and plan work activities, and follow instructions.

Education Or Formal Training

• A High School Diploma or General Education Diploma (GED) equivalent required.
• Previous work as a Client Support Associate I or similar in a banking environment is preferred.
• Experience in wealth management and/or financial planning industry is preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, internet research abilities, and strong communication skills required.
• Prior customer service experience is required.

Working Conditions

• Working Environment: Professional office environment.
• Physical Activities: Regularly required to talk and hear; largely a sedentary role; some filing is required; ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary; specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus; employee may have to lift up to 25 pounds.