Client Relationship Coordinator

Responsibilities

• Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the client advisors and branch office.
• Processes client financial transactions and client advisor and branch office expenses and expense reports.
• Opens new clients accounts and researches client information using internal databases and other technologies.
• Maintains client paperwork and documentation ensuring accuracy and correctness prior to submission and processing.
• Fulfills follow-up tasks to ensure accurate completion.
• Maintains policy and procedure manuals for the department and assists the operations department in updating policy and procedure manuals as needed.
• Prepares letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
• Prepares various business summary reports and client-specific reporting as needed for review by the client advisor and/or compliance.
• Aids Client Advisors with marketing efforts including seminars and other client-facing events.
• Creates and maintains records and files utilizing Client Relationship Management software.
• Attends various training and continuing education seminars to increase job knowledge and stay abreast of regulation changes.
• Understands and complies with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to their job duties.
• Completes compliance training and adheres to internal procedures and controls.
• Reports any known violations of compliance policy, laws, or regulations and reports any suspicious customer and/or account activity.

Qualifications

• High school diploma or general education degree (GED).
• 18 months administrative experience.
• Proficient mathematical skills.
• Proficiency with Google Workspace applications preferred.
• Previous experience in the finance/brokerage industry preferred.
• Associate degree preferred.
• Relevant military experience considered for veterans and transitioning service members.

Benefits

Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits.

Pay

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Pay Range: $20.00 - $24.95 per hour.

Schedule

Position is Monday through Friday 8 am to 5 pm with the ability to work additional hours as needed.