Client Service Associate at Ballentine Partners

Wolfeboro, New Hampshire, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

31.0

Posted On

21 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Client Service, Attention To Detail, Communication Skills, Interpersonal Skills, Organizational Skills, Proactive, Teamwork, Microsoft Office Suite, Problem Solving, Initiative, Relationship Management, Regulatory Compliance, Account Management, Cash Transfers, Asset Transfers, Onboarding

Industry

Financial Services

Description

In this position, the candidate will work in a matrix environment with internal teams to support our clients’ unique financial operations requirements. These activities include, but are not limited to: Support onboarding of new clients, including opening of new accounts Execute cash and asset transfers Monitor and forward alerts regarding overdrafts and other issues Maintain client accounts in good order and update client information as needed Collect and file account statements and year-end tax information Comply with regulatory and internal process requirements Perform special projects and other duties as needed The right candidate will be someone who: Can learn new things quickly Can take initiative and act proactively (i.e. anticipates problems, raises suggestions) Can take direction from multiple sources and prioritize a variety of tasks daily Can work both independently and in a team structure with a diverse group of people Is highly organized with a very strong attention to detail Is comfortable working with senior stakeholders Has high professional standards, judgment, and discretion Has strong communication skills, verbal and written Has excellent interpersonal and relationship skills, including a positive attitude Has excellent skills navigating the Microsoft basic suite (Outlook, Excel, PowerPoint) A Bachelor’s Degree is preferred. At least 1 year of experience in an operational role at a bank or financial institution is preferred. Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well. For more information on our culture please view our Stakeholder Report and Culture page. Ballentine Partners compensation is made up of a base salary and performance bonus. The hourly range for this position is $24 to $31 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually. We will sponsor applicants for work visas for those already within the US. Ballentine Partners is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.

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Responsibilities

The Client Service Associate will support clients' financial operations by onboarding new clients, executing cash and asset transfers, and maintaining client accounts. Additional responsibilities include monitoring alerts, complying with regulations, and performing special projects as needed.