Franklin Street Partners Client Service Associate

What you'd do

• Provides all necessary paperwork and documentation during the client account opening process. Owns the process for ensuring the account is in good standing.
• Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
• Provides clients with accurate, factual information utilizing appropriate resources.
• Makes necessary contacts both inside and outside of the organization (e.g.
• Fidelity and client CPA) in order to obtain client requested information and then relays information.
• Adheres to firm policies, procedures and processes to ensure alignment with compliance and risk guidelines.
• Maintains a consistent and open line of communication with the CPS related to client matters (e.g. non-standard/periodic reports, wires, and transfers).
• Understands, introduces and leverages the services of the greater firm as appropriate.
• Coordinates client preferences among related relationships within a complex book of business (non-standard, periodic reports, e.g. monthly account reconciliation or realized G/L).
• Makes necessary contacts both inside and outside of the organization in order to obtain client requested information seeking innovative solutions and resolution to emerging needs.
• Escalates internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.
• Implements and maintains a quality service plan ensuring the accuracy of administrative documents.

What they want

• Associate degree or BS/BA is preferred.
• Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
• Must have a demonstrated ability to work with internal parties, establish client relationships and develop a rapport with necessary external parties.
• Experienced operating in an environment that stresses both individual accountability and team-based performance.
• Exhibits a sense of urgency in a results-driven environment.
• Strong interpersonal, organizational, written, and oral communication skills.
• Assists in effective problem solving skills to resolve client issues.
• Computer / Technical: Ability to use all Microsoft Office software including Word, Excel and PowerPoint.WORKING CONDITIONS
• Normal office environment with little exposure to dust, noise, temperature and the like.
• Extended viewing of computer monitor