What are the responsibilities and job description for the Client Support Associate II - Denver Tech Center position at Alpine Banks of Colorado?
Description
General Purpose
With direction from the Wealth Management Officers and guidance from Client Support Associates III / IV staff, the Client Support Associate (CSA) II performs daily client service and Wealth Management Officer support. Responds to client requests, questions, and provides account information to clients and Wealth Management Officers.
Essential Duties / Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Backs up the CSA I for directing incoming calls, greeting and directing clients and visitors.
- 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.
- Provides account maintenance by requesting and obtaining required documents from clients.
- 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.
- Learns ABWM processes, procedures, customer service standards and organization.
- Follows established processes and procedures, will develop his or her processes to help him or her effectively complete his or her job.
- Works to develop strong interpersonal relationships with other CSAs, Operations Associates, Officers, clients and bank staff.
- Begins ABA (American Bankers Association) and Individual Retirement Account (IRA) classes.
- Develops a basic understanding of operating systems including TrustPortal, Reviewer, Investment Manager and Reporting.
- Works on projects such as Synergy and others by request.
- Regular and Reliable attendance is required as an essential function of this position.
- Performs other duties as assigned.
Employees are held accountable for all duties of this job.
Job Qualifications
Knowledge, Skills, and Ability :
Education or Formal Training :
Experience :
Working Conditions
Working Environment :
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Activities :
These are representative of those which must be met to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required; it would require the 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.
Note : This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
Starting Rate of Pay is from $21.40 to $26.40 per hour, depending on experience.
For an overview of our employee benefits please visit : Alpine Bank Careers Page
Position anticipated to close April 4, 2025, or until filled.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary : $21 - $26
