General Purpose

With direction from the Wealth Management Officers and guidance from Client Support Associates III/IV staff, the Client Support Associate (CSA) II performs daily client service and Wealth Management Officer support. Responds to client requests, questions, and provides account information to clients and Wealth Management Officers.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Backs up the CSA I for directing incoming calls, greeting and directing clients and visitors.
• Fields questions regarding Alpine Bank Wealth Management (ABWM) functions.
• Facilitates client requests for deposits, transfers, trades and distributions.
• Prepares account opening and closing documents to include checklist maintenance, document generation and client follow-up.
• Provides account maintenance by requesting and obtaining required documents from clients.
• Schedules appointments and account reviews between client and Wealth Management Officers.
• Conducts Annual Account Reviews with help from staff which includes AAR administrative question completion, flagging maintenance concerns and participating in administrative AAR meetings.
• Provides Memorandum Ticklers to Management.
• Learns ABWM processes, procedures, customer service standards and organization.
• Follows established processes and procedures, will develop his or her processes to help him or her effectively complete his or her job.
• Works to develop strong interpersonal relationships with other CSAs, Operations Associates, Officers, clients and bank staff.
• Begins ABA (American Bankers Association) and Individual Retirement Account (IRA) classes.
• Develops a basic understanding of operating systems including TrustPortal, Reviewer, Investment Manager and Reporting.
• Works on projects such as Synergy and others by request.
• Regular and Reliable attendance is required as an essential function of this position.
• Performs other duties as assigned.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Introductory basic knowledge of general investing and finance concepts including ABWM's portfolios and investment vehicles.
• Excellent written and verbal communication skills.
• Superior interpersonal, organizational and client services skills.
• Strong computer skills including proficiency in Microsoft Suite (Word, Excel and PowerPoint), internet research.
• Ability to operate multi-line telephone system and fax machines.
• Ability to manage difficult customer situations.
• Strong ability and understanding the necessity of maintaining confidentiality.
• Ability and willingness to solicit feedback to improve customer service.
• Skill and ability to present numerical data effectively.
• Ability and willingness to identify and resolve problems in a timely manner and to develop alternative solutions when needed.
• Ability to balance team and individual responsibilities, adapt to changes in the work environment, manage competing demands, prioritize and plan work activities, and follow instructions.

Education or Formal Training:

• High School Diploma or General Education Diploma (GED) equivalent required.
• Associate's Degree required.
• Bachelor's Degree preferred.

Experience:

• Experience in the wealth management/financial planning industry is preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, internet research abilities, and strong communication skills required.
• Prior customer service experience is required.
• Previous work as a Client Support Associate I or similar in a banking environment is preferred.
• An equivalent combination of education and experience may be substituted on a year to year basis.

Working Conditions

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required; it would require the ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is from $19.00 to $24.00 per hour, depending on experience.

For an overview of our employee benefits please visit:

Position anticipated to close April 30, 2024, or until filled.