Client Service Associate I

Job Description

Role and Responsibilities:

Under general supervision, Client Service Associates will provide key administrative support solely to the Financial Services department of CNC (CNCFG). This role involves significant client-facing interactions, effective management of administrative tasks, and ensuring efficient operations within the office. The CSA will complete all administrative tasks, projects, and responsibilities (listed below) in a consistent and unwaveringly professional manner, meeting firm-wide expectations for each individual item, such as desired formatting, end-result product outcomes, "by-whens", time budget for completion, and any other pertinent requirements. The omission of specific duties does not exclude them if the work is similar, related, or a logical assignment to the position.

General office duties such as managing phones, managing emails, and handling correspondence

Schedule and coordinate meetings and appointments

Preparation of client and CNCFG deliverables such as proposals, presentations, reports, and spreadsheets

Attend all department meetings

Key communication with external sources (clients, attorneys, banks, etc.)

Identify opportunities to improve processes and create efficiencies

Prioritize workflow and deadlines, while practicing good time and project management skills

Generate letters, memos, and emails as requested

Proofread and ensure accuracy of all products

Interact professionally with internal and external clients and prospects; handle inquiries effectively and in an organized and courteous manner

Resolve customer service issues

Review time-sensitive and/or complex documents

Set up new accounts and process account information changes

Process distributions and transaction requests, reconcile transactions

Maintain notes in Redtail CRM for activities performed

Monitor and update tasks in CRM software

Compliance with company policies, procedures, and regulatory requirements

Handle sensitive and confidential information with discretion and integrity

Support special projects and initiatives within the Financial Services and Tax departments

Maintain multiple complex broker dealer and vendor platforms, portals, and systems

Any variety of operational tasks for complex securities- or cash-related transactions or processes that require extensive knowledge of departmental functions and systems

Adhere to staff-specific office hours (staggered arrival, break, lunch, and departure times, and any deviation of schedules due to vacation, illness, or emergency), that guarantee administrative coverage of CNCFG

Preferred Skills:

High level skills in Microsoft Office Suite, specifically Excel

Critical thinking skills, good judgment, and effective problem-solving abilities

Excellent organizational, prioritization, and multitasking abilities

Strong communication and interpersonal skills

Attention to details and accuracy

Ability to work independently and as part of a team

Ability to prioritize tasks and manage time effectively

Qualifications and Education Requirements:

Associate's degree or higher in Business Administration, Accounting, or related field preferred

Minimum 2 years administrative experience, preferably in an accounting or financial services setting

Familiarity with CRM software

Pursuing, or plans to pursue, minimum of FINRA Series 7 and Series 66 licensing

Supervisor Responsibilities:

This position does not have any supervisory responsibilities.

Working Conditions:

Typical office environment with standard office hours.

Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range: $20 - $25 / hr

Equal Opportunity Employer:

Cordell, Neher & Company, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.

Full-time