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Client Service Associate

2 months ago

Wichita, United States Emprise Bank Full time

At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.

We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships.

A successful candidate will have:

* Excellent organizational and time-management skills * Excellent communication skills both written & oral * Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment * Must have excellent judgment, be an independent thinker and resourceful * Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook * Be a team player with a positive attitude * Display the highest degree of integrity, professionalism, diplomacy, and discretion * Ability to handle highly sensitive, confidential, and non-routine information

Essential functions of the role:

Client Communication

* Serve as the first point of contact for client inquiries via phone, email, and in-person visits * Ensure all client interactions are handled with high professionalism and in a timely manner

Administrative Support

* Assist in the preparation of client meetings, including scheduling appointments, preparing meeting materials, and maintaining client records in all systems * Responsible for recording, updating, and managing all details related to internal and external client referrals

Account Maintenance

* Process account openings, transfers, and updates * Execute client requests accurately and efficiently * Assist in the gathering of client financial information

Compliance and Documentation

* Ensure all client documentation is complete and in compliance with regulatory standards * Assist with the maintenance of client files and records

Team Collaboration

* Work closely with the broader Wealth team members and bank to ensure seamless service delivery * Participate in team meetings and contribute to process improvement initiatives

Other duties as assigned within the scope and responsibility of the job

* 3+ years of experience in a client service or administrative role within the financial services industry * Bachelor's degree in Finance, Business Administration, or related field preferred * Strong verbal and written communication skills * Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

Hours: (40 hours per week)

Monday - Friday: 8:00 AM - 5:00 PM

In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates

At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.

To learn more, please visit our website at www.emprisebank.com.

Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.

Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.