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Client Service Associate

United Bank

Washington, DC

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JOB DETAILS
SALARY
$53,538–$85,662 Per Year
SKILLS
Accounting Software, Administrative Skills, Asset Management, Bank Management, Best Practices, Bookkeeping, Brokerage, Business Administration, Check Processing, Communication Skills, Computer Mouse Hardware, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Entry, Detail Oriented, Documentation, Expense Reports, Fax Machines, Finance, Financial Analysis, High School Diploma, Internal Audit, Investment Services, Keyboards, Marketing, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Product Family, Microsoft Word, Multitasking, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Problem Solving Skills, Process Development, Process Improvement, Regulatory Compliance, Reporting Skills, Sales, Sales Support, Securities, Time Management, Transaction Processing/Management, Travel Planning, Wealth Management, Writing Skills
LOCATION
Washington, DC
POSTED
Today
Job Description

The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required tomaintain excellent relationships with clients, prospects, external professional advisors and internal business partners.

RESPONSIBILITIES MAY INCLUDE:
• Support in the administration of trust, investment, retirement and brokerage accounts.
• Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information
• Monitor and review daily reports for accuracy, action items, resolution and follow-up.
• Assist with account opening, asset transfer, account terminations, and special asset management.
• Responsible for performing daily account administration and client service activities such as processing checks, generating daily reports, reviewing cash balances and processing of trade instructions.
• Respond to Audit and internal compliance requests as necessary.
• Responsible to handle certain routine to moderately complex client matters and undertake research or take needed action to resolve.
• Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities.
• Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met.
• Assist in the completion of expense reports and other related requirements for professionals.
• Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s).
• Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements and distributions are set up and tax documentation is in order. Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support.
• Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
• Participate in special projects and identify process improvements.

Qualifications
• High school diploma or equivalent is required. Bachelor's degree is highly desired.
• Minimum of two (2) years of working experience in a professional related position is required or requirement may be substituted with a bachelor's degree in a related field such as business administration or finance and prior work or educational experience in analyzing and interpreting financial and investment concepts.
• Advanced level proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
• Prior banking or wealth management-related experience is highly desired
• FINRA licenses (S7, S66, Life & Health) or ability to obtain is highly desired
• Expected to become familiar with and learn Wealth Management/Brokerage products
• Excellent written and verbal communication skills required
• Strong organizational skills required
• Ability to multi-task and work both in team settings and independently in a fast-paced environment to meet deadlines required
• Ability to interact in a professional demeanor with all levels of staff, including Executive Management, and customers required
• Strong focus on customer service skills required

KEY COMPETENCIES:
• Professionalism
• Microsoft Office Proficiency
• Detail oriented
• Customer service-focused
• Self-motivated and reliant

Essential Functions:
• Sitting for extended periods of time
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
• Ability to converse and exchange information with all levels of staff within organization
• Ability to observe, perceive, identify, and translate data

Company Profile

In Washington DC, the expected base pay salary range for this role is 53,538 to 85,662 Placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs.

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

About the Company

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United Bank