Registered Client Service Associate

3 weeks ago

Tampa, United States Bank of Tampa Full time
Job DescriptionJob Description

Position Overview

The goal of the Registered Client Service Associate is to provide client and support services for BT Wealth Advisors. The role will provide exceptional, efficient, and courteous service associated with the operations and management of BT Wealth Advisors and its clients.

Responsibilities

Client Support:

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
  • Onboard and maintain client accounts, including collecting client information and required documentation, and processing money movement transactions.
  • Confirm authorization and authenticate client when processing requests.
  • Review and take appropriate action on client account alerts.

Other:

  • Perform administrative duties that support Wealth Advisors in daily business practices, including but not limited to: telephone coverage, coordination of client meetings and file & calendar maintenance.
  • Regularly seek opportunities to use resources for peer sharing and collaborating with Wealth Advisors.
  • Partner with Wealth Advisors in developing a business plan and delivering against a client service model.
  • Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms.

“This job description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.”

Minimum Qualifications:

  • 2 years of industry experience or education in related field
  • High School diploma or GED equivalent required
  • Knowledge of the Microsoft Office suite of products
  • Series 7 and 66 (or 63 and 65) registrations or willingness to obtain within 6 months.

Preferred Qualifications:

  • Possess broad knowledge of financial products and services
  • Experience working with financial planning software such as e-Money or MoneyGuidePro
  • College degree preferred

Attributes for Success:

  • Works both independently and with others to identify issues and develop solutions
  • Demonstrates strong written/verbal communication skills (listening, confidence, professionalism, persuasion) with individuals across all levels of the organization
  • Resourceful and flexible with regard to shifting priorities, new demands, and challenges
  • Makes decisions in accordance with the organization’s ethics and values (e.g., treats others fairly and respectfully and avoids conflicts of interest)
  • Ability to provide a superior level of support to clients and internal partners
  • Possesses the technological skills required to provide a high level of client and support services
  • Team player with the ability to collaborate with others
  • Detail oriented, highly organized, and able to work in a fast-paced, dynamic environment

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

  • Eligibility for health, dental, vision, life and disability insurance coverages
  • Retirement Plan - 401k with matching
  • ESOP- Employee Stock Ownership Plan
  • Time away from work – vacation time, sick time and holidays
  • Paid parental leave
  • Tuition Assistance
  • Professional development opportunities


THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER


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