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Client Services Associate/Administrative Assistant (Los Angeles)

Los Angeles, CA 90017 | Direct Hire

Post Date: 03/05/2018 Job ID: 12240 Industry: Administrative Assistant, Customer Service
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Client Services Associate/Administrative Assistant (Los Angeles)

Expanding bank located in Los Angeles

Provide banking services to clients and develop new business in accordance with goals. Serve as a critical member of the team in providing exceptional service to customers and is responsible for complete and accurate documentation and related financial transactions. Market and bank products and services. Interact with personnel throughout the bank for matters related to account activity, and other customer relations matters. Support business development officers and relationship managers with general customer related issues. Ensure the successful resolution of matters presented to customer
service. Duties also include handling and resolving problems related to the office environment as well as coordinating physical moves, repairs and the distribution of supplies

1. Gather information on potential customers.
2. Send customer information to NY Compliance Dept. for review.
3. Mitigate compliance-related issues.
4. Obtain customer signature on all account documentation (including online banking and shelf products).
5. Conduct periodic account reviews (PARs) as directed by Compliance.
6. Respond to customer’s account-related questions including product-related questions.
7. Provide Internet Banking Support by assisting with resetting passwords and responding to user questions.
8. Prepare documentation check list and send to Legal for review.
9. Prepare New Facility Form and submit to Loan Operations.
10. Respond to customer inquiries regarding facilities and loans.
11. Follow up on ongoing facility needs.
12. Respond to wire transfer inquiries from customers and Compliance (via ECS) involving Money Transfer personnel as required.
13. Respond to customer inquiries on DDA/MMA & Time Deposit servicing accounts including rate quotations.
14. Provide DDA balance information to customers.
15. Receive customer instruction for FX transactions.
16. Assist with setting pricing for FX transactions.
Office Administration:
1. Provide high-level administrative support to visiting senior bank executives.
2. Reviews monthly and quarterly invoices of vendors and service providers.
3. Responsible for telephone voice recording equipment, tape changes and programming of phones.
4. Monitors and maintains all office supplies and orders services and supplies as needed.
5. Other duties as required.

Knowledge: Banking Systems
Technical Skills: Strong PC skills – MS Office applications, specifically Outlook, Word, PowerPoint and Excel

Experience Needed: Related educational/business experience.
Education Required: College Degree


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Franca Diona

Franca Diona has over 15 years of recruitment experience. She is a graduate of Iona College with a Bachelor of Arts specializing in public relations. She started her career in the music business working for major radio stations in the tri-state area. She furthered her career promoting the world-renowned musician Debbie Gibson. She utilized her skills expanding into the financial industry as a recruiter. Being a part of Adams Consulting Group has allowed Franca to broaden her craft by setting goals and striving to achieve them. She remains energetic and enthusiastic about getting the job done at ACG.

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