Client Service Associate

Client Service Associate

The Client Service Associate serves as the first point of contact to meet client needs and is responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning, and investment management. The CSA is responsible for developing relationships with clients and assisting clients with inquiries and problem resolution by performing research on various systems. The CSA is responsible for ensuring best in class client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers' efficacy through various technical duties.

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and ensure an inclusive work environment. We believe in personal and shared accountability. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence.

You will serve as the first point of contact for clients with high net worth portfolios. You will directly communicate with the clients you support for any service needs on their portfolio. You will develop relationships with your clients and bankers you support. You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions. You will perform research and communicate resolutions to your clients.

This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience. Office - 20 lbs.