Client Services Assistant Intern

JOB FUNCTION:

1900 Wealth Internship: To provide high level customer service and administrative support to 1900 Wealth officers, their clientele, and the tenured Client Service Assistant. 

DUTIES & RESPONSIBILITIES:

• Provide excellent customer service 
  1. Assist in the delivery of all firm services through support of lead advisors.
  2. Process client requests with priority. 
  3. Continue to drive and improve the client experience. 
• Account Administration 
  1. Onboard new accounts and asset transfers.
  2. Review account applications for completeness and compliance requirements. 
  3. Conduct account level updates for client needs and preferences.
  4. Manage and maintain confidential client/prospect information through CRM databases, will review paperwork regularly and update as needed.
• Cash Management 
  1. Set up and monitor recurring portfolio distributions. 
  2. Process ACH and wire transfer requests. 
  3. Monitor cash levels for fees, distributions, and other cash needs.
  4. Process quarterly billing and reconcile at account level. 
• Portfolio Performance 
  1. Prepare performance review packets for client meetings.
  2. Maintain quarterly performance reports for client portal. 
  3. Help create customer reports when needed. 

MINIMUM QUALIFICATIONS:

Work Experience 

• Actively working towards their bachelor’s degree.
• Strong ability to prioritize with focus on client service and effective communication. 
• Able to identify process improvement needs and work to resolution.  
• Strong computer literacy in Microsoft Office tools (Word, PowerPoint, Excel, and Outlook).

Preferred Experience (Optional)

Supervisory Experience  

Education/Skills/Experience

• Actively working towards their bachelor’s degree.
• Must be highly organized and able to adapt quickly to changing priorities.
• Must demonstrate integrity and accountability. 
• Must be detail oriented. 

Equipment/Machines/Software 

• Excellent computer literacy in Microsoft Programs (Outlook, Word, Excel, and PowerPoint).
• Ability to use Internet Browsers.
• Ability to work with office equipment such as multi-lined telephones, copiers, scanners, shredders, and fax.
• Ability to learn new computer software programs.

Competency Requirements

• Proven organizational skills with ability to multi-task and follow assigned tasks through completion.
• Ability to work independently with minimal supervision.
• Must have the ability to work with affluent clients.
• Must be accustomed to a fast-paced office environment. 
• Must have problem solving skills to proactively think of solutions. 

Physical Requirements

• Must be able to reach, bend and lift files up to 15 pounds.
• Must be able to sit for most of the day in front of a computer.
• Must be able to speak to and hear customers.
• Must be able to be mobile in an office environment to access file cabinets, office machines and other equipment used.
• Must be able to type on a keyboard and read a computer screen.

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that the employee is responsible for.  Duties and tasks may be assigned by the management team based on department and business needs.

Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission’s Website To View The “Know Your Rights” Poster

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf