"Alerted.org

Client Service Associate

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

The Client Service Associate for Moss Adams Wealth Advisors will collaborate with Investment Advisors 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 \(i.e., client services, trading, portfolio management, tax, billing and fee support\), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Support includes responding to client requests, managing professional’s 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.

Responsibilities:

+ 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 \(i.e., review and edit client presentations or assist with client events\); may be for current clients or prospects.

+ Manages expense entry for assigned advisors / partners

+ Proactively manages client calendars, travel & logistics for assigned executives

Qualifications:

+ 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 as to all protected groups, including protected veterans and individuals with disabilities.

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 [email protected].

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our** **careers** **page.

\#LI-ED1

**Compensation Range \(Denver Market ONLY\):** Compensation range for California: $58,000 -$82,000 Compensation range for Washington: $54,000 -$71,000

**Primary Location** Portland, OR

**Other Locations** San Francisco, CA, Salinas, CA, Napa, CA, Spokane, WA, Healdsburg, CA, Stockton, CA, Seattle, WA, Santa Rosa, CA, Silicon Valley, CA, Walnut Creek, CA, Sacramento, CA, Fresno, CA

**Employee Status:** Regular

**Schedule:** Full Time

**Req ID:** 28365