Client Service Associate

Description

On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A. Additionally, First Foundation Advisors became a wholly owned subsidiary of First Sun Capital Bancorp, the parent company of Sunflower Bank, N.A.

Full-time

On April 1, 2026, First Foundation Bank merged with and into Sunflower Bank, N.A. Additionally, First Foundation Advisors became a wholly owned subsidiary of First Sun Capital Bancorp, the parent company of Sunflower Bank, N.A.

First Foundation Advisors is an affiliated company of Sunflower Bank, N.A., and both organizations are wholly owned subsidiaries of First Sun Capital Bancorp. While positions for both companies may be posted through Sunflower Bank's career site, this opportunity is with First Foundation Advisors
.

First Foundation Advisors provides personalized wealth management, investment advisory, financial planning, and related services to individuals, families, businesses, and institutions. Together with Sunflower Bank, we are committed to helping clients achieve their financial goals through a relationship-focused approach and exceptional service.

is looking for an energetic, highly motivated individual to fill the full-time Client Service Associate position at our Irvine, CA Location.

The salary range for this position is $71,600 to $101,600, depending on knowledge, skills, abilities, experience, and location.

The Client Service Associate serves as a key point of contact for clients of First Sun Advisors dba First Foundation Advisors, delivering high-touch service and operational support as needed across the client’s lifecycle. This role is responsible for working with the team to maintain and enhance client relationships by ensuring the timely execution of account administration, transaction processing, and service requests, while upholding superior client experience.

• Coordinate, schedule, and confirm meetings, conferences, and special events
• Carry out general administrative duties to include composing letters/emails, answering telephones, photocopying/faxing, creating spreadsheets, and preparing presentation materials
• Responsible for client communication regarding signatures, documentation, online access, and account inquiries
• Respond to client requests for information or direct them to the appropriate person
• Prepare for client portfolio reviews through portfolio account software (Orion) and direct client communication
• Create and maintain client service records
• Provide sales support for meetings
• Coordinate follow-up with prospects, clients, and referral sources
• Maintain an extensive CRM (Practifi) contacts database
• Create and maintain pipeline reports and client files
• Design announcements and other collateral materials as needed
• Mass mailing, i.e., announcement cards & events
• Prepare and track expense reports
• Assist as needed in the account opening process for new clients, including documentation and asset transfers
• Cover the receptionist desk as needed
• Prepare overnight delivery labels as needed
  
  Assist in special projects as needed
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.
• Must be bondable.

• High School diploma or equivalent required;
  Bachelor’s degree preferred
• Minimum of 3 to 5 years of related experience required
• Background in sales support/marketing and knowledge of financial concepts preferred
• PC proficiency in Microsoft Office, Photoshop,…