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