Client Service Associate
Full time @The Rand Group in Accounting / Finance Shortlist Email JobJob Detail
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Job ID 28876
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Career Level Open
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Experience Fresh
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Qualifications Associate
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RIASEC Interest Codes I - Investigative S - Social E - Enterprising C - Conventional
Job Description
The Role
We are currently seeking creative, well-organized, self-motivated individuals with exceptional professional communication skills to support administration and planning. The role often involves being highly interactive with clients, other team members, and vendors.  Our ideal candidates are service-oriented, coachable, team players who are flexible and adaptable, and willing to wear different hats wherever a need is identified.
Responsibilities
- Provide top-quality service to clients and administration of client financial accounts and associated money movement
- Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts
- Prepare key documents and PowerPoint-based presentations for client meetings
- Set up new investment accounts – drafting letters, preparing customer welcome packets, initial trust distributions, and other trust installation tasks
- Respond to questions regarding accounts, policies and procedures
- Review daily activity and reconcile current client activity, fund transfers, and the previous day’s activity to ensure accuracy
- Process client requests (wires, checks, journals, etc.)
- Offer administrative and office management support to the team
- Assist with establishing online access for statements, confirmations, proxy materials, and other services
- Coordinate client and prospect communications.
- Assist in data collection, data input, and presentations for financial planning
- Complete necessary filing and maintain client files
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