Irvine-Based Client Service & Wealth Support

Sunflower Bank, N.A.; 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

Tuition Reimbursement

Paid Time Off

Volunteer Leave

Job summary

First Foundation Advisors is seeking a proactive Client Service Associate for our Irvine, CA location. You will serve as a primary contact for clients, managing account administration, transaction processing, and service requests throughout the client lifecycle.

Responsibilities include scheduling meetings, preparing materials, handling signatures and online access, and supporting portfolio reviews using Orion.

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 (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

Verbal communication

Written communication

Organizational skills

CRM proficiency

Self-motivated

Detail-oriented

Team player

Research skills

Education

High School diploma

Bachelor’s degree preferred

Tools

Microsoft Office

Photoshop

CRM (Practifi)

Job description

First Foundation Advisors is seeking a proactive Client Service Associate for our Irvine, CA location. You will serve as a primary contact for clients, managing account administration, transaction processing, and service requests throughout the client lifecycle.

Responsibilities include scheduling meetings, preparing materials, handling signatures and online access, and supporting portfolio reviews using Orion.