Client Service Associate

• Job Location
  :
  Council Bluffs, IA - Council Bluffs
• Job Level
  :
  Entry Level (less than 2 years)

TS Prosperity Group is seeking to hire a Client Service Associate
. This position supports TS Prosperity Group in delivering a high-quality, client-centered experience within the financial services industry. This position plays a key role in communication, client onboarding, account servicing, and administrative support across the Wealth, Trust, and Operations teams. They will be responsible for a wide variety of client communications, administrative tasks, and ongoing service responsibilities, while developing a strong working knowledge of financial planning, fiduciary processes, and trust administration.

This role requires accuracy, professionalism, strong communication skills, and a commitment to service excellence.

Preferred education and/or experience: 2+ years' experience interacting with clients in a high-quality service environment is required. Possess an Associate’s Degree from an accredited university or institution with the major area of study in Accounting, business, Economics, or finance preferred.

Location:

Council Bluffs, IA

Experience and Skills:

Utilize excellent interpersonal, written, and verbal communication skills to manage incoming and outgoing communication with clients, prospects, and internal staff.

• Promote strong relationships with clients and prospective clients by phone, email and in person utilizing professionalism and service of the highest quality to the public by providing prompt, accurate, and courteous interactions.
• Maintain and assist in the management of all necessary office and client records and their compilation, including taking detailed notes and conducting business with confidentiality.
• Support fiduciary officers and financial planning staff with client-related follow-up, documentation, and account tasks.
• Deepen client relationships by assisting or redirecting clients, if needed, with their account activity, financial plan, and service needs.
• Support client service excellence by managing feedback surveys, follow-up communications, and coordinating relationship-building activities throughout the year.
• Identify opportunities to improve service delivery and support process improvement initiatives.
• Promote good client relations by providing prompt and courteous service on all daily inquiries received from current and prospective clients.
• Assist with account servicing, including new account onboarding, account maintenance, incoming and outgoing transfers, and annual client review meetings.
• Maintain knowledge about financial services compliance and regulation.
• Support recurring reporting cycles—including month-end, quarter-end, and year-end—as well as assist with corporate documentation such as resolutions, compliance materials, audit and examination requests, meeting agendas, and annual review presentations.
• Ability to use independent judgment and maintain confidentiality.
• Positive attitude and willingness to work in a team environment.
• Ability to perform all other duties as assigned.
• Operates in full compliance with internal policies, banking and company regulations, policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  
  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word-processing, spreadsheet, and database software programs.…