Post Date: 09/16/2020
Close Date: 10/16/2020
The Client Service Associate (“CSA”) performs administrative duties which directly impact the client experience. The CSA supports the Relationship Managers in preparing and processing documentation related to client implementation and ongoing maintenance for private clients. This position will be client-facing on occasion and requires exceptional communication skills and a strong attention to detail. This is a non-exempt position, reporting to the Director of Operations.
Duties & Responsibilities
Prepare and process documentation related to client onboarding and maintenance including account applications, transfer documents and other forms as required. Log all activities in the firm’s CRM in a timely and accurate manner.
Complete miscellaneous administrative tasks that support the client relationship as assigned by the Relationship Manager and log all activities in the firm’s CRM in a timely and accurate manner.
Perform client and prospect data entry in the firm’s CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
As requested, coordinate client retention processes including anniversaries, Thank You notes, flowers and/or gifts.
Perform back-up duties for Administrative Specialist. May assist with general office duties, including answering incoming phone calls, greeting clients, office supply management, mail processing, internal and external event coordination and meeting management.
Assist with projects as needed.
A minimum of two years of administrative experience in a professional setting. Experience must include professional interaction by phone and in person with clients. Finance industry experience preferred.
Expected to gain competence in industry terminology and concepts that support their job description.
Undergraduate degree required.
Proficiency in Microsoft Office Suite products required.
SalesForce and DocuSign experience preferred.
Skills & Attributes
Teamwork – Highly collaborative and dedicated to continuous perfection of CHP’s ability to deliver superior customer service to its clients.
Customer Service – Exceptional internal and external customer service skills. Ensures positive interactions through active listening and professional feedback.
Communication — Excellent oral and written communication skills. Projects a professional, capable image in both action and appearance.
Integrity – Exhibits a high level of integrity through interactions with internal and external customers. Goes above and beyond to do what is right for team members and clients.
Professionalism – Exhibits a professional and capable demeanor to clients and external affiliates. Represents CHP in a positive manner in all interactions with clients and affiliates.
Engagement – Contributes to the development of CHP through engagement and enthusiasm. Acts on the belief that every employee contributes to the success of CHP. Builds effective working relationships with colleagues.
Capacity – Strong time management skills, with an ability to effectively organize and prioritize tasks. Manages heavy, time-sensitive workloads, while maintaining accuracy through a strong attention to detail.
Judgment – Skilled problem-solving, particularly for obstacles in which the next course of action is unclear. Without hesitation, seeks guidance and direction when unsure of how to proceed.
Reliability – Understands and responds to the importance of being a dependable team member. Arrives to work on time, keeps calendar updated and communicates barriers with team members if tasks cannot be completed on time.
Please submit a resume and cover letter to email@example.com