Client Service Associate
Client Service Associate
Univest Financial Corporation
King of Prussia, PA
Job ID : 374f2f7156306c386b7774382f4e472b45513d3d
Job Description :
- Support Incoming Phone Calls
- Manage General Office Activity
- Participate in assigned and ad-hoc project work
- Process requests (initiation to completion) efficiently and accurately
- Prepare requested documentation
- Monitor and communicate status of requests
- Troubleshoot delays and issues
- Interface with custodians to address and resolve client needs.
- Maintain data integrity of systems including the Advent/BlackDiamond Portfolio Accounting System and Salesforce CRM (which includes Workflow and Task monitoring).
- Ensure firm procedures are followed.
- Comply with laws and regulations that apply to the position, including SEC rules and regulations
- Perform additional duties as required or assigned.
- Associates or bachelor’s degree in business related field
- Minimum 2 years work experience
- Motivated professional who strives to exceed customer (internal and external) expectations
- Ability to work effectively and accurately in a fast-paced, deadline-oriented environment
- Able to manage multiple tasks and competing/shifting priorities
- Strong communication (verbal/written) and organizational skills with the ability to work cooperatively with individuals while maintaining a positive and professional attitude
- Adaptable to new technology
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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Company Details :
Name : Univest Financial Corporation
CEO : Jeffrey M. Schweitzer
Headquarter : Souderton, PA
Revenue : $1 to $5 billion (USD)
Size : 501 to 1000 Employees
Type : Company - Public
Primary Industry : Banking & Lending
Sector Name : Financial Services
Year Founded : 1876
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Details
: King of Prussia, PA
: 35848 - 47259 USD ANNUAL
: 18 days ago
