Part Time-Client Service Associate-Bend, OR

Essential Duties and Responsibilities - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. - With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. - Opens new client accounts and researches client and security information using internal databases and other technologies. - For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. - Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. - Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. - Creates and maintains records and files utilizing Client Relationship Management (CRM) software. - Assists Financial Advisors with marketing efforts including seminars and other client-facing events. - May enter orders at the direction of the Financial Advisor. - Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. - Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of - Company's working structure, policies, mission, and strategies. - General office practices, procedures, and methods. - Investment concepts, practices and procedures used in the securities industry. - Financial markets, products and industry regulations.

Skill in - Client Relationship Management (CRM) software, or similar contact management software. - Excel, including developing spreadsheets as needed and for ongoing reporting. - Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

Ability to - Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Analyze and research account information. - Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. - Identify time sensitive items and assess competing priorities. - Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Analyze problems and establish solutions in a fast paced environment. - Use mathematics sufficient to process account and transaction information. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. - Work both independently and as part of a cohesive team. - Provide a high level of customer service.

Educational/Previous Experience Requirements
Education/Previous Experience - High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred. - OR ~ - An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications - None required