Client Services Associate

Operations Associate/Client Service Associate

Rochester, NY

JK Executive Strategies is proud to partner with a national financial services company in search of an Operations Associate/Client Service Associate to join its growing Rochester, NY team!

Our client is committed to impacting their client’s financial health while never compromising their values. The Operations Associate will be responsible for assisting with a variety of tasks, including account administration, transaction processing, client onboarding, and operational support, to ensure the efficiency, accuracy, and compliance of operational activities.

If you are someone that strives to make a difference in your clients’ financial future and enjoy working in a dynamic, fast-paced, goal-oriented environment, with opportunity for advancement, then this is the opportunity for you!

Responsibilities

• Act as the primary point of contact for clients, responding to inquiries and ensuring exceptional client service.
• Assist with the administration of client accounts, including account opening, maintenance, and closing processes, ensuring accuracy, completeness, and compliance with regulatory requirements and internal policies.
• Process client transactions, such as deposits, withdrawals, transfers, and account updates, accurately and efficiently, following established procedures and timelines.
• Support the client onboarding process, gathering required documentation, verifying client information, and facilitating account setup, to ensure a smooth and seamless experience for clients.
• Provide operational support to internal stakeholders, including client services, finance, compliance, and operations departments, by responding to inquiries, resolving issues, and escalating complex issues as needed.
• Assist with the maintenance and updating of operational systems and databases, ensuring data integrity, accuracy, and completeness in all records and transactions.
• Prepare and distribute operational reports and documents, such as account statements, transaction confirmations, and regulatory filings, in a timely and accurate manner.
• Collaborate with team members to identify opportunities for process improvements, efficiency enhancements, and automation initiatives, and assist in implementing solutions to optimize operational workflows.
• Assist with the coordination of audits, reviews, and regulatory examinations, by gathering requested documentation, preparing reports, and facilitating communications with auditors and examiners.
• Stay informed of industry trends, regulatory developments, and operational best practices, and assist in assessing their potential impact on the firm's operations and processes.
• Perform other duties and special projects as assigned by management, to support operational objectives and initiatives.

Requirements

• Bachelor's degree in business, finance, or a related field preferred.
• 2 years of experience in operations support roles, preferably in the financial services, banking, or related industry.
• Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
• Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
• Must have experience working with Microsoft Office.
• Superior interpersonal, oral, and written communications skills, with ability to build rapport with internal teams and clients.

Salary Range

• $50k - $60k

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.