Client Services Associate

2 weeks ago

Joliet, United States Midland States Bank Full time

**Client Services Associate**

**Salary Range: $50,200 - $62,700**Posi**tion Summary**
- The Client Services Associate ensures the highest level of customer satisfaction by providing excellent service and support to our clients. This role assists the Wealth Management _Sales personnel, and_ works closely with the Wealth Management Advisor or Trust Officer in providing administrative support. This position is an individual contributor role._

**Primary Accountabilities**
- Manages the day-to-day administration of accounts providing guidance on various financial products and services.
- Proactively handles the account base to prevent and minimize service and operational issues.
- Serves as additional point of contact for existing clients in collaboration with the assigned relationship manager.
- Maintains contact with clients, beneficiaries, and referral sources to deliver agreed upon services, address inquiries and resolve issues.
- Stays up-to-date on internal procedures related to distributions, account maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts.
- Prepares and verifies documentation on wealth management accounts.
- Collaborates with Operation and Portfolio Management staff to enhance the overall client experience.
- Manages day to day operations, scheduling meetings, screening calls, maintaining files, mail distribution, ordering office supplies and greeting walk-in clients.
- Cuts and/or distributes checks as directed by Trust Administrator or Trust Officer.
- Facilitates the preparation of routine correspondence and makes outbound client calls, supporting client relationships.
- Receives service-related phone calls from clients and addresses their needs.
- Enters client data into Salesforce/MoneyGuide Pro.
- Prepares for and attends client meetings along with Advisor or Trust Officer as needed.
- Assists with opening and closing accounts including obtaining information required for transfers.
- Strictly to compliance and operational risk controls in accordance with Bank and regulatory standards.
- Maintains compliance reporting and requirements.
- Assists with Wealth Management Audits.
- The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
- May require work in a Midland office to ensure collaboration and support of internal and external customers.
- Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
- Other duties as assigned.

**Position Qualifications**

**Education/Experience**:

- Associate degree or equivalent experience in Office Administration required, Bachelor’s Degree preferred.
- 2+ years of experience in administrative, operational, receptionist or sales support position(s).
- Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
- Strong oral, written, and interpersonal communication skills.
- Strong organization and time management skills.
- Strong attention to detail.
- Ability to work independently and as part of a team.

**Competencies**:

- Business insight
- Cultivates innovation
- Drives results
- Makes sound decisions
- Being a brand champion
- Collaborates
- Communicates effectively
- Customer focus
- Being Authentic
- Emotional Intelligence
- Self development
- Being flexible and adaptable-
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

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