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Client Services Associate

2 months ago

Owensboro, United States Independence Bank Full time
Client Services Associate

Job Code
CLNTSERV

Job Family

Supervisory
No

Job Summary

The Client Services Associate will assist the Financial Advisor with identifying and achieving clients' personal financial objectives. This position will develop and refine the skills needed to prepare and implement strategic plans for an array of clients with varying long-term goals. Strategies include asset management, retirement planning, education funding, and employee benefits management.

Essential Functions, Duties and Responsibilities include, but are not limited to:

  • Develops and cultivates a client base through prospecting and servicing clients
  • Develops a knowledge base of financial products and services to help clients develop a long-term strategy to preserve and grow their wealth
  • Assists with analyzing investment opportunities and client needs and recommends appropriate strategies
  • Builds client relationships based upon developing strategies to achieve their financial goals
  • Offers knowledgeable and objective financial guidance
  • Markets and presents appropriate investment solutions
  • Maintains a current awareness of the general economic climate and its impact on various types of assets, including securities and fixed income assets as well as the particular assets of the client
  • Explains available services, discusses level of expectations, and negotiates fees with prospective clients


Education, Experience and Qualifications

Education

Required/Preferred

Education Level

Description

Required

High School or GED

Preferred

Bachelors Degree

Degree in finance, business, economics or related field preferred

Years of Experience

Minimum

Comments

2

A minimum of two (2) years of experience in financial services preferred

License / Certification

Required/Preferred

License / Certification

Description

Additional Qualifications
  • Candidate will be required to attain Series 7 and Series 66 Licenses
Core Competencies
  • Customer service skills
  • Oral and written communication skills
  • Interpersonal skills
  • Knowledge of financial industry, including trading, equity markets, and regulatory requirements
  • Analytical thinking and judgment skills
  • Ability to meet deadlines
  • Ability to build collaborative relationships
  • Research skills


Working Conditions

Working Conditions

Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.

Occasional travel may include outdoor, uncontrolled environmental conditions, including rain, sleet, ice, snow, extreme heat or cold temperatures.

Travel Requirements

Requirement

Frequency

Travel to meet with clients

Occasionally

Mandatory Vacation

Mandatory vacation not required

Physical Requirements

Requirement

Frequency

Sitting (remaining in a seated position)

Frequently

Standing (remaining on one’s feet in an upright position without moving about)

Frequently

Walking (moving about on one’s feet)

Frequently

Lifting (raising or lowering an object from one level to another)

Never or Rarely

Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)

Never or Rarely

Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)

Never or Rarely

Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)

Never or Rarely

Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)

Constantly

Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)

Occasionally

Stooping (bending downward and forward by bending spine at the waist)

Never or Rarely

Squatting/Crouching (bending body downward and forward by bending legs and spine)

Never or Rarely

Kneeling (bending legs at knees to come to rest on knee(s))

Never or Rarely

Crawling (moving about on hand and knees or hands and feet)

Never or Rarely

Climbing (ascending or descending ladders, stairs, ramps)

Never or Rarely

Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)

Constantly

Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)

Constantly

Near Visual Acuity (clarity of vision at approximately 20 inches or less)

Constantly

Far Visual Acuity (clarity of vision at approximately 20 feet or more)

Occasionally

Additional Physical Requirements

Please Note

EEO

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Conditions of Employment

All job offers are contingent upon successful completion of certain background checks which unless prohibited by applicable law may include criminal history checks, employment verification, education verification, drug screens, credit checks, DMV checks or fingerprinting.