Client Service Associate

First Foundation Advisors; Irvine (CA); On-site; USD 72,000 - 102,000; Full time

Benefits offered by this job

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

Job summary

First Foundation Advisors, affiliated with Sunflower Bank, N.A., seeks a Client Service Associate to serve as a primary contact for clients and provide high-touch service and operational support across the client lifecycle. In Irvine, CA, you will collaborate with the team to ensure timely account administration, transaction processing, and service requests while maintaining superior client experience.

The role emphasizes organized administration, CRM data upkeep, and effective communication

Qualifications

• 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

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.

Skills

Sales support

Marketing knowledge

Financial concepts

Communication skills

Organization

Team player

Internet research

Education

Bachelor’s degree

High School diploma

Tools

Microsoft Office

Photoshop

CRM

Job description

Description

On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A. Additionally, First Foundation Advisors became a wholly owned subsidiary of FirstSun Capital Bancorp, the parent company of Sunflower Bank, N.A.

First Foundation Advisors is an affiliated company of Sunflower Bank, N.A., and both organizations are wholly owned subsidiaries of FirstSun Capital Bancorp. While positions for both companies may be posted through Sunflower Bank's career site, this opportunity is with First Foundation Advisors.

First Foundation Advisors provides personalized wealth management, investment advisory, financial planning, and related services to individuals, families, businesses, and institutions. Together with Sunflower Bank, we are committed to helping clients achieve their financial goals through a relationship-focused approach and exceptional service.

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 $71,600 to $101,600, 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.

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

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!

You’ve never worked anyplace like Sunflower Bank!

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.