Client Services Associate

Univest Financial Corp

Client Services Associate

US-PA-Souderton

Job ID : 6646

Type : Full Time

# of Openings : 1

Category : Girard

Girard

Overview

At Girard we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Client Service Associate to join our Souderton Team.

Responsibilities

Accountable for proactivelyreplying to client requests, anticipating issues related to the requests, and finding solutions.

Process onboarding paperwork, as well as periodic paperwork including, but not limited to, account updates, address changes, and beneficiary updates.

Monitor, review and process service messages sent by custodians.

Provide ongoingassistance as needed to ensure the quality and reliability of data processed in the portfolio accounting system, perform system maintenance to identify and purge closed accounts and maintain existing accounts.

Prepare initial onboarding paperwork such as new account forms and transfer paperwork.

Work with custodian and counter parties to assure efficient transfer of accounts.

Set up clients in portfolio accounting and CRM system.

Assist with statements and billing.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications

Bachelor's degree in business related field or equivalent work experience.

Minimum 3-5 years' experience in an operational or client servicing role in financial services field.

Knowledge of general securities industry terminology and practices.

Familiarity with varying financial account types -specific, joint, IRA, etc.

Strong attention to detail and ability to multitask.

Proficient in Microsoft office suite.

Adaptable to new technology.

Strong communication (verbal / written) and organizational skills with the ability to work collaboratively with internal and external customers while maintaining a positive and professional attitude.

Experience with database management systems strongly preferred.

Wage Range :

The salary for this position ranges from $41,000 to $71,000

Benefits Overview :

Univest offer's a comprehensive benefits package that includes :

• Health Insurance : Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan : Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO) : 15 days annually (prorated your first year)
• Short Term Disability : 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off : 11 paid holidays
• We offer company paid life insurance : as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs : including fitness club discounts and fitness tracker discounts / annual reimbursement
• Discounts : on loan products
• Professional development trainings

Click here for Benefit Information

#Girard

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please see job description

PI276087654