Client Service Specialist - Ankeny or Des Moines, IA

Job Responsibilities

• Provides service to existing Wealth Management clients, assists advisors with appointment preparation, and develops new business leads and cases from the client base.
• Develops new leads for the existing financial advisors of the team through phone and email.
• Offers day-to-day service to clients and facilitates the completion of tasks necessary to administer their accounts such as trades, simple distributions, simple contributions, etc.
• Answers client questions regarding their accounts and successfully uncovers additional opportunities and cross-sells products to existing clients.
• Phone-based sales to help generate leads for Financial Advisors.
• Helps advisors with appointment preparation including reviewing notes from previous meetings, preparing client appointment agendas, preparing portfolio review and proposal reports, preparing product quotes and illustrations for advisors.
• Aids advisors with maintenance of customer databases and client management software as well as any necessary after appointment work.
• Works towards obtaining licensing, within a defined timeline, to create opportunity as a Financial Advisor.
• Complies with internal controls, operational procedures and risk management policies.
• Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence.
• Performs Additional Duties And Responsibilities As Assigned By Management.

Required Skills and Attributes

• 1-3 Years Investment Banking Experience
• In-depth knowledge base of products and services as they relate to the investment business
• Multi-tasking ability and attention to detail
• Effective written and verbal communication skills
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)