Client Service & Wealth Support Associate

Sunflower Bank Mortgage Lending; 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

Paid Time Off

Job summary

First Foundation Advisors in Irvine, CA is seeking a full-time Client Service Associate to join our client-focused wealth management team. You will deliver high-touch service, support account administration, and coordinate meetings and communications with clients and prospects.

Requirements include a high school diploma or equivalent (bachelor’s preferred), 3–5 years of related experience, and proficiency with Microsoft Office, Photoshop, and CRM tools.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• 3–5 years of related experience required.
• Background in sales support/marketing and knowledge of financial concepts preferred.
• Proficient in Microsoft Office, Photoshop and 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 events.
• Handle general administrative duties including 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

Communication skills

Organization

Self-motivation

Research skills

Team player

Education

High School diploma

Bachelor's degree preferred

Tools

Microsoft Office

Photoshop

CRM software

Job description

First Foundation Advisors in Irvine, CA is seeking a full-time Client Service Associate to join our client-focused wealth management team. You will deliver high-touch service, support account administration, and coordinate meetings and communications with clients and prospects.

Requirements include a high school diploma or equivalent (bachelor’s preferred), 3–5 years of related experience, and proficiency with Microsoft Office, Photoshop, and CRM tools.