What are the responsibilities and job description for the Client Service Associate position at RubinBrown LLP?
Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.
RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.
https://www.rubinbrown.com/
General Description
The Client Service Associate is responsible for managing day-to-day client relationships,
would serve as the liaison between clients, and the lead advisor in addition to being the lead
advisor's go-to team member for servicing clients. They would handle all requests from
Client and team members pertaining to account administration.
Major Responsibilities
- Complete cashiering responsibilities and ACH/Wire/Check requests
- Complete 100% of action items related to client in a timely manner
- Prepare all account paperwork and check pending account maintenance items
- Maintain current client information in all existing databases (CRM)
- Exhibit strong client relationship skills
- Manage/oversee new client onboarding process
- Schedule and/or attend client meetings
- Preparing standard client reports and draft agenda items as needed
- Assisting preparing financial plans for existing and prospective clients.
- Continue to develop technical knowledge and expertise
- All other duties, as assigned
Preferred Experience/Background/Skills
- One or more years of work experience in a related position is preferred
- Strong organization, planning, scheduling and problem solving skills
- Passion to serve clients and support a team of investment professionals
- Initiative, detail oriented, follow through.
- Excellent written and oral communication skills
- Strong interpersonal skills; ability to interact effectively with all levels internally and
externally - Strong PC skills, including proficiency in Microsoft Office (Word, Excel and PowerPoint)
- Proficient internet skills
- Ability to handle routine tasks with minimal supervision
- Ability to support multiple team members and manage multiple priorities in a fast-paced
environment - Ability to work effectively in deadline situations
- Highly motivated, energetic and resourceful
- Able to work independently, as well as with a team
- Ability to work in excess of normal work hours, when necessary
Working Conditions
-The typical office hours are 8:00 a.m. to 5:00 p.m.
-Travel for this position will be minimal
-Ability to sit for long periods of time
-Ability to move throughout office
-Ability to speak English to communicate with clients and team members
Qualifications
Preferred: Bachelors in Finance or Accounting.
One Firm
To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
EEO Employer W/M/Vet/Disabled
