Job Type
Full-time
Description
First Foundation Advisors is looking for an energetic, highly motivated individual to fill the full-time
Client Service Associate position at our
Irvine, CA Location.
The salary range for this position is $68,600 to $97,400, depending on knowledge, skills, abilities, experience, and location
.Summary The Client Service Associate serves as a key point of contact for clients of FirstSun Advisors dba First Foundation Advisors , delivering high-touch service and operational support as needed across the client's lifecycle. This role is responsible for working with the team to maintain and enhance client relationships by ensuring the timely execution of account administration, transaction processing, and service requests, while upholding superior client experience.
Primary Responsibilities - Coordinate, schedule, and confirm meetings, conferences, and special events
- Carry out general administrative duties to include composing letters/emails, answering telephones, photocopying/faxing, creating spreadsheets, and preparing presentation materials
- Responsible for client communication regarding signatures, documentation, online access, and account inquiries
- Respond to client requests for information or direct them to the appropriate person
- Prepare for client portfolio reviews through portfolio account software (Orion) and direct client communication
- Create and maintain client service records
- Provide sales support for meetings
- Coordinate follow-up with prospects, clients, and referral sources
- Maintain an extensive CRM (Practifi) contacts database
- Create and maintain pipeline reports and client files
- Design announcements and other collateral materials as needed
- Mass mailing, i.e., announcement cards & events
- Prepare and track expense reports
- Assist as needed in the account opening process for new clients, including documentation and asset transfers
- Cover the receptionist desk as needed
- Prepare overnight delivery labels as needed
- Assist in special projects as needed
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
- Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
- Understand and participate in the Bank's Community Reinvestment Act program.
- Perform other duties as assigned.
- Must be bondable.
Education / Experience - High School diploma or equivalent required; Bachelor's degree preferred
- Minimum of 3 to 5 years of related experience required
- Background in sales support/marketing and knowledge of financial concepts preferred
- PC proficiency in Microsoft Office, Photoshop, and Client relationship management programs (we use CRM).
- Highly organized and flexible
- Excellent verbal/written communication skills with the ability to effectively communicate with all levels of personnel
- Self-motivated, detail-oriented team player
- Ability to research using the Internet
Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits *Please note that First Foundation Advisors employees receive the same compensation and benefits package described below.
Associates enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more associate perks & incentives!
If you qualify, apply online at www.sunflowerbank.com/careers .
You've never worked anyplace like Sunflower Bank!Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
