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Client Service Associate I

3 months ago

Sioux Falls, United States The First National Bank in Sioux Falls Full time
Job DescriptionJob Description

Position Summary:

The Client Service Associate provides Wealth Management services to our clients ensuring client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships. In this position you will provide administrative support work such as preparing documents for and communicating with internal and external clients. Collect, compile, record, or otherwise gather data and prepare standard and custom reports with information necessary for independent judgment and discretion along with direction from other Wealth Management team members. Review account activity detail, working closely with administration to make sure the account is being administered in accordance with the governing document. As a Client Service Associate you must have working knowledge of trust laws; departmental organization and policy; and an understanding of Wealth Management Operations, procedures, and regulations as well as the ability to determine priorities and to work independent of immediate supervision.

In addition, our FIRST Values apply to all teammates without exception.

FIRST Values

  • Family – We support, trust, and respect each other, our customers, and our shareholders.
  • Independence & Innovation – We embrace change as vital to our success.
  • Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
  • Stewardship – We take care of ourselves so we can take care of others.
  • Teamwork – We help each other grow and succeed.

Who we are:

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 135 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What will you do:

Accountabilities

Client Service & Management

Provide superior client service resulting in high client retention, additions to accounts, and referrals for new prospective clients.

  • Serve as one of the primary representatives on assigned accounts including handling client requests and questions; contacting clients on a regular basis and ensuring all reporting and client communication is accurate. Includes communicating with attorneys, accountants, and other professionals, as well.
  • Provide the highest caliber front-line service to clients by telephone or email, handling inbound calls and contacts. Follow-up on client issues and relay information to clients through correspondence and telephone communications. Document client interactions in CRM.
  • Coordinate new client set-up and account closing process for all assigned Wealth Management accounts. Can include preparation of new account paperwork, including material for prospect meetings.
  • Assist in the coordination of client tax preparation, if needed, including organizing and tracking data for federal and state income taxes and real estate taxes.
  • Complete day-to-day functions on all assigned Wealth Management accounts accurately and by necessary deadlines (i.e. handle customer requests, such as gifting, required minimum distributions, money distributions, and reports, etc.); interface with support areas such as Operations to ensure timely completion.
  • Review daily transaction reports and cash balances in accounts; may resolve problems or issues on assigned accounts and notify officer.
  • Provide comprehensive administrative support of Wealth Management accounts for assigned Officers.
  • Coordinate Wealth Management client bill paying or distribution process including reviewing bills for accuracy and submitting for payment following department procedures.
  • Process and monitor account transactions and details in a timely manner. Maintain and update customer and account information, files, settings, and forms (i.e. Real Estate Surveys, etc.). Prioritize tasks, stay accountable.

Compliance

Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities. Ensure compliance in processes and related communication(s). Monitor and audit work regularly. Identify, address and/or escalate issues appropriately.

  • Maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow in addition to reviewing daily account transactions for accuracy and consistency.

Other Duties as Assigned

Continually strive to optimize standards through continuous improvement and provide valuable insight on creating efficiencies and streamlining processes.

  • Participate in cross-functional training to support all areas within the team and engages in projects to support department with organizational initiatives.
  • Attend and participate in staff meetings and committees as assigned.
  • Work with team on special/non-routine projects.
  • Cross train co-workers on job responsibilities for coverage.
  • eMoney: setup of new client profiles and financial data entry for financial plans (WA/FIP).
  • Schedule meetings, preparing shared material for annual review presentations.
  • Perform other job-related duties as needed.

Qualifications

High School education required. Secondary education in related field preferred. One or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.

Skills and Abilities

  • Ability to work independently with little supervision. Self-motivated.
  • Excellent verbal and written communication skills.
  • Ability to conduct relationships in a manner that ensures cooperation and positive results.
  • Demonstrate a high degree of concern for professional and innovative customer service.
  • Demonstrate solution-oriented services to customers.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and conflict resolution skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Working knowledge of Microsoft Office programs and ability to learn job-related software.
  • Ability to adapt to the needs of the organization and teammates.

What’s in it for you?

  • Health Insurance
  • Dental & Vision Insurance
  • Profit Sharing
  • Paid Vacation & Holidays
  • Company paid short and long term disability
  • Tuition Reimbursement Program
  • Employee Banking Perks
  • Community Volunteer time
  • And More