Client Service Associate

Who We Are Looking For

We are looking for a Client Service Associate to join our Client Service Team In this role, you’ll provide essential administrative and operational support, helping ensure a seamless experience for our clients. From coordinating money movement and assisting with bank account setup to managing statements and keeping client communication organized, you’ll play a key role in keeping things running smoothly-all while ensuring compliance with internal procedures and regulatory requirements. 

Your strong attention to detail, clear and professional communication, and proactive problem-solving mindset will help you thrive in this role. We’re looking for someone who enjoys tackling challenges, collaborating with a team, and taking the initiative to improve processes. If you have a customer-focused mindset, love learning new things, and are eager to grow in the world of ESOPs, this could be a perfect opportunity for you! 

What You’ll Do

Money Movement

• Coordinate the preparation, signing, and approval of money movement forms, ensuring accuracy and a smooth workflow
• Work with internal teams to schedule and complete transfers on time
• Ensure all transfers are completed in line with company policies and regulatory rules

Bank Account Opening Assistance

• Help clients navigate the bank account opening process
• Gather necessary paperwork and work with banks and trustees to keep things moving
• Monitor progress and follow up to ensure timely account setup

Monthly Statement Management

• Request and collect monthly bank and investment statements
• Keep client files organized and up to date
• Reconcile statement as needed and flag any discrepancies

Client Communication

• Reach out to clients to request necessary documents in a timely manner
• Join client welcome calls, take detailed notes and ensure key takeaways are captured
• Communicate professionally and effectively with clients, third-party administrators (TPAs), banks, and internal teams

Administrative & Operation Support 

• Keep client information updated and accurate in Salesforce
• Maintain organized client documentation and communication records
• Work closely with the Relationship Management team to provide outstanding client experiences
• Help document and refine processes and procedures as needed

What We Expect From You

• Be responsive and professional when communicating with clients and internal teams
• Take initiative – if you see an inefficiency, suggest and provide improvement ideas
• Work collaboratively to develop solutions that enhance client service
• Support your teammates by sharing knowledge and pitching in when needed
• Bring a positive, problem-solving attitude to work every day 

What You Bring to the Table

• Education & Experience: A bachelor’s degree in business, finance, accounting, or a related field is preferred, but if you have the right experience, we’d love to hear from you! Ideally, you have 1–3 years of experience in financial services, client support, or administrative roles. Experience with ESOPs, trusts, or banking operations is a plus!
• Tech-Savvy Mindset: You’re comfortable using Microsoft Office Suite (Excel, Outlook, Teams, PowerPoint, Word) and have experience with Salesforce or other CRM systems (preferred). Familiarity with financial transactions, banking processes, or document management systems is a big bonus.
• Attention to Detail: You take pride in accuracy and organization, whether it’s preparing documents, managing client data, or processing transactions.
• Communication Skills: You have strong verbal and written communication abilities, making it easy for you to interact with clients, document key details, and keep everything running smoothly.
• Team Player with Initiative: You can work independently, but you also thrive in a collaborative environment where you can support your teammates and contribute to solutions.
• Problem-Solving Mindset: You’re adaptable, quick to troubleshoot issues, and always looking for ways to improve processes and enhance client service.
• Confidentiality & Integrity: You understand the importance of handling sensitive financial information securely and professionally
• Client-Focused Approach: You’re proactive, customer-service oriented, and eager to learn more about ESOPs and trust services to better serve clients 

Who We Are

At Ventura Trust, we specialize in serving as a trustee for Employee Stock Ownership Plans (ESOPs), working with over 150 clients each year. Our tight-knit team of 22 is passionate about delivering exceptional client service and support while helping companies navigate the complexities of employee ownership. 

We’re a people-first company that values flexibility, collaboration and work-life balance. Long before remote work became the norm, we embraced a fully virtual model, allowing our team members to work from home with flexible hours and unlimited PTO. This setup lets us hire the best talent-no matter where they live-without requiring relocation. 

We take care of our team so they can take care of our clients. That’s why we offer competitive salaries, fully paid employee health insurance, contributions to dependent coverage, HSA access, dental insurance, retirement plans, and more. We believe that when people are supported and trusted in their work, they do their best, both for themselves and the team.