Client Service Associate I

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 account information changes Process distributions and transaction requests, reconcile transactions Maintain notes in Redtail CRM for activities performed Monitor and update tasks in CRM software Compliance with company policies, procedures, and regulatory requirements Handle sensitive and confidential information with discretion and integrity Support special projects and initiatives within the Financial Services and Tax departments Maintain multiple complex broker dealer and vendor platforms, portals, and systems Any variety of operational tasks for complex securities

• or cash-related transactions or processes that require extensive knowledge of departmental functions and systems Adhere to staff-specific office hours (staggered arrival, break, lunch, and departure times, and any deviation of schedules due to vacation, illness, or emergency), that guarantee administrative coverage of

CNCFG Preferred Skills:

High level skills in Microsoft Office Suite, specifically Excel Critical thinking skills, good judgment, and effective problem-solving abilities Excellent organizational, prioritization, and multitasking abilities Strong communication and interpersonal skills Attention to details and accuracy Ability to work independently and as part of a team Ability to prioritize tasks and manage time effectively

Qualifications and Education Requirements:

Associate's degree or higher in Business Administration, Accounting, or related field preferred Minimum 2 years administrative experience, preferably in an accounting or financial services setting Familiarity with CRM software Pursuing, or plans to pursue, minimum of FINRA Series 7 and Series 66 licensing

Supervisor Responsibilities:

This position does not have any supervisory responsibilities.

Working Conditions:

Typical office environment with standard office hours. Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range:

$20

• $25 / hr

Equal Opportunity Employer:

Cordell, NeherCompany, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds. Client Service Associate

I 5.0 5.0

out of 5 stars 175 East Penny Road, Wenatchee, WA 98801 $20

• $25 an hour
• Full-time Cordell, Neher & Company, PLLC 2 reviews $20
• $25 an hour

•

Full-time 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 account information changes Process distributions and transaction requests, reconcile transactions Maintain notes in Redtail CRM for activities performed Monitor and update tasks in CRM software Compliance with company policies, procedures, and regulatory requirements Handle sensitive and confidential information with discretion and integrity Support special projects and initiatives within the Financial Services and Tax departments Maintain multiple complex broker dealer and vendor platforms, portals, and systems Any variety of operational tasks for complex securities

• or cash-related transactions or processes that require extensive knowledge of departmental functions and systems Adhere to staff-specific office hours (staggered arrival, break, lunch, and departure times, and any deviation of schedules due to vacation, illness, or emergency), that guarantee administrative coverage of

CNCFG Preferred Skills:

High level skills in Microsoft Office Suite, specifically Excel Critical thinking skills, good judgment, and effective problem-solving abilities Excellent organizational, prioritization, and multitasking abilities Strong communication and interpersonal skills Attention to details and accuracy Ability to work independently and as part of a team Ability to prioritize tasks and manage time effectively

Qualifications and Education Requirements:

Associate's degree or higher in Business Administration, Accounting, or related field preferred Minimum 2 years administrative experience, preferably in an accounting or financial services setting Familiarity with CRM software Pursuing, or plans to pursue, minimum of FINRA Series 7 and Series 66 licensing

Supervisor Responsibilities:

This position does not have any supervisory responsibilities.

Working Conditions:

Typical office environment with standard office hours. Occasional overtime may be required during peak periods (e.g., fiscal year-end, tax season).

Pay Range:

$20

• $25 / hr

Equal Opportunity Employer:

Cordell, NeherCompany, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.