Client Service Representative

4 days ago


Lincoln, Arkansas, United States Arkansas Department of Workforce Services Full time
Job Summary

This role is part of the Arkansas Department of Workforce Services team, supporting the development of financial services and wealth management expertise. The successful candidate will work under the supervision of the AWM Regional Manager and AWM Advisory Growth & Development Group to learn the financial services business, develop sales skills, and gain a comprehensive understanding of financial planning processes.

Key Responsibilities
  • Obtain necessary licenses, including Series 7, Series 63 and 65, and Life and Variable Annuity licenses, within 120 days of hire.
  • Develop a general understanding of Arvest Wealth Management's financial and retirement planning services.
  • Gain knowledge of financial planning processes and learn to provide customers with financial solutions.
  • Establish partnerships with bank branches to gain sales referrals and develop internal and external sales opportunities.
  • Develop an understanding of customers' financial goals and needs by gathering and analyzing financial information.
  • Work with the AWM Advisory Growth & Development Group to learn how to present plans to customers and explain pertinent information related to their financial plan.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program.
Team Accountabilities
  • Support and uphold the Arvest Mission Statement.
  • Uphold the Arvest Code of Ethics and safeguard confidential information.
  • Maintain a high level of cooperation and rapport with all associates to ensure accurate and efficient operations and service.
  • Formulate and communicate new ideas and suggestions to improve profitability and efficiency.
  • Promote professionalism at all times.


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