What are the responsibilities and job description for the Client Service Associate position at Chief of Staff KC?
Chief of Staff KC is looking for a Client Service Associate for a client located in the Johnson County, KS area. The position will provide support to Portfolio Managers, be responsible for some administrative functions, and assist in all areas of client operations including opening new accounts, movement of funds, and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects, have strong follow-through, and take initiative on tasks.
Responsibilities
- Understand custodial, portfolio management, and customer relationship management software and platforms
- Maintains various aspects of client accounts including opening new accounts, processing, submitting, and filing documents
- Greet clients in a professional and friendly manner
- Handles alerts and action items from broker / custodial platforms
- Create, maintain and track documentation of all client activities
- Schedules client meetings, maintains calendars, and books conference rooms
- Supports managers by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
- Assists with client presentations, including preparing, assembling, and proofreading various documents for client books
- Assists with formulation of policies and procedures in regard to opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis
- Assist with fee billing process
- Performs various clerical duties including copying, printing, assembling, and binding of material for special projects as needed
- Organizes client files and securely handles confidential material
- Maintains information in the contact management system
Professional Experience
Personal Attributes
