Client Service Associate
6 days ago
Job Summary
At First-Bank, we are seeking a highly organized and detail-oriented Sr Client Service Associate to join our team. As a key member of our Financial Services department, you will play a critical role in providing exceptional customer service and administrative support to our Financial Advisors.
Key Responsibilities
- Provide clerical assistance, including filing customer information and transmitting documents to other departments.
- Conduct outbound and incoming calls to schedule Financial Advisor appointments and provide customer service.
- Coordinate referral activities with branch employees and Financial Advisor marketing initiatives.
- Track, maintain, and report on sales activities for Financial Advisors.
- Perform general clerical and administrative duties as needed for the department.
Requirements
- A minimum of two years of clerical/administrative experience and/or equivalent combination of education and experience.
- A minimum of one year of sales or customer service experience in a banking or brokerage firm, preferred.
- Well-developed customer service skills, including written and verbal communication.
- Must be extremely well-organized with a strong emphasis on attention to detail.
- Associate's degree or equivalent in Business or Finance from a two-year college, preferred.
- May be expected to obtain an NASD Series 7 and 63, and state Health and Life Insurance licenses, at a future date. Licensed incumbents, highly preferred.
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