CLIENT SERVICE ASSOCIATE

About the role

The Client Service Associate, under general supervision, provides proactive support to financial advisors and assists with efficient, quality client service. This position follows established procedures to perform routine tasks and receives general guidance and direction when performing other work that involves substantial variety and complexity and requires limited decision-making responsibility.

Responsibilities

• Responds promptly and effectively to inquiries, prioritizes time-sensitive tasks, and consistently delivers exceptional customer service through professional verbal and written communication.
• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
• Researches client and security information through the back-office system.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Creates and maintains records and files.
• Ensures required client paperwork is current and compliant with firm and industry requirements, rules, and regulations.
• Maintains databases using portfolio software programs.
• Affords assistance to Financial Advisors with marketing efforts, including seminars.
• Receives and processes securities.
• Affords assistance with other operational functions as required.
• Safeguards common areas remain organized and presentation-ready by replenishing office and breakroom supplies as needed.
• Performs all other tasks requested as they relate to the Bank and its functions.

Requirements

None

Qualifications

• High school diploma or equivalent.
• One year of relevant experience preferred.
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and manage multiple tasks simultaneously.
• Knowledge of financial services and banking principles.

Skills

• Excellent verbal and written communication skills.
• Strong organizational and attention to detail skills.
• Basic knowledge of financial services and banking principles.
• Proficiency in Microsoft Office Suite.

Benefits

Signature Bank of Arkansas offers a competitive benefits package which includes:

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• 401(k) plan

Pay

$50,000 - $60,000 annually

Schedule

Full-time, Monday through Friday, 8:00 AM - 5:00 PM