Client Service Associate
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who careabout you, about our clients, and about our communities. Here, youll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firms size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where youll have fun while solving complex and interesting business challenges.
Introduction to the team
The Client Service Associate for Moss Adams Private Clients will collaborate with Investment Advisor and CPA teams to provide excellent service to our clients. The primary function of the CSA is to provide a wide range of technical, administrative and relationship support services to assigned client teams and to be the first point of contact for service needs for clients or prospects. Acting as the liaison between the client teams/client and the central services/operations team , this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.
Support includes responding to client requests, managing professionals appointment schedules as it relates to clients, pre-appointment preparation, post appointment follow-up, some participation in client meetings, client communication and correspondence, service request processing, and marketing support.
Individuals who thrive at Moss Adams exhibit the following success skills Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Serves as first point of contact for client service requests and communications in coordination with their client's full Moss Adams advisory and operational teams.
Manages and tracks client onboarding experience, including the coordination of all internal and custodial paperwork, CRM data entry, client communications, and quality check.
Creates and maintains client files in LaserFiche as well as maintains client data across multiple internal systems.
Organizes weekly team meeting and agenda, keeping the advisory team informed on upcoming client meetings, client service project status, and client follow-up.
Drafts, edits, and proofreads client correspondence when appropriate.
Adheres to standard operating procedures and approved technologies to ensure efficient workflow.
Contributes to Marketing initiatives ; may be for current clients or prospects.
Manages expense entry for assigned advisors / partners
Proactively manages client calendars, travel & logistics for assigned executives
High School diploma or equivalent
1 years of relevant experience; preferably in financial or legal industry.
Intermediate Microsoft Office Skills; Advanced skills preferred
Excellent written and verbal communication skills
Flexibility with schedule to meet business needs
Judgement and ability to prioritize to effectively manage workload
Ability to maintain professionalism, handle sensitive material, and maintain confidentiality
Ability to work effectively with teams and independently
Experience defining problems, establishing facts, and drawing valid conclusions
Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact firstname.lastname@example.org.
Primary Location Seattle, WA
Other Locations Napa, CA, Pasadena, CA, Woodland Hills, CA, San Diego, CA, Bellingham, WA, Walnut Creek, CA, El Segundo, CA, San Francisco, CA, Issaquah, WA, Everett, WA, Tri-Cities, WA, Santa Rosa, CA, Salinas, CA, Spokane, WA, Irvine, CA, Eugene, OR, Tacoma, WA, Wenatchee, WA, Medford, OR, Yakima, WA, Stockton, CA, Silicon Valley, CA, Sacramento, CA, Portland, OR, Fresno, CA
Employee Status: Regular
Schedule: Full Time
Req ID: 23053
Posted Date : 2022-05-07
Job type : Full Time