Client Service Associate III

Role and Responsibilities:

Under limited 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:

• Highest 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
• Guides and develops junior CSA's through hands on leadership, training, and mentorship
• Ability to apply advanced expertise in trading operations, CRM systems, data analysis and ACATS retirement accounts.

Qualifications and Education Requirements:

• Bachelor's degree or higher in Business Administration, Accounting, or related field preferred
• Minimum 7 years administrative experience, preferably in an accounting or financial services setting
• Solid knowledge of CRM software
• Current FINRA Series 7 and Series 66 License

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: $25 - $32 / hr

Equal Opportunity Employer:

Cordell, Neher & Company, PLLC is an equal opportunity employer and welcomes candidates from diverse backgrounds.