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Client Services Associate

2 months ago

Rockford, Illinois, United States Midland States Bank Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Services Associate to join our team at Midland States Bank. As a key member of our Wealth Management department, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Account Administration: Manage the day-to-day administration of client accounts, providing guidance on various financial products and services.
  • Client Communication: Proactively handle client inquiries and resolve issues in a timely and professional manner.
  • Documentation and Record-Keeping: Prepare and verify documentation on client accounts, ensuring accuracy and compliance with regulatory requirements.
  • Team Collaboration: Work closely with Wealth Management Sales personnel, Advisors, and Trust Officers to deliver exceptional client service and support.
  • Operational Support: Assist with opening and closing accounts, managing overdrafts, and performing other administrative tasks as needed.
Requirements
  • Education: Associate degree or equivalent experience in Office Administration required, Bachelor's Degree preferred.
  • Experience: 2+ years of experience in administrative, operational, receptionist, or sales support roles.
  • Skills: Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint), strong oral, written, and interpersonal communication skills, strong organization and time management skills, and attention to detail.
Competencies
  • Business Insight: Ability to understand and analyze business data to make informed decisions.
  • Cultivates Innovation: Willingness to think creatively and develop new ideas to improve processes and services.
  • Drives Results: Ability to prioritize tasks and meet deadlines to achieve goals and objectives.
  • Makes Sound Decisions: Ability to make informed decisions based on data and analysis.
  • Being a Brand Champion: Passion for promoting the company's values and mission.
  • Collaborates: Ability to work effectively with cross-functional teams to achieve common goals.
  • Communicates Effectively: Ability to communicate clearly and concisely with clients and colleagues.
  • Customer Focus: Commitment to delivering exceptional customer service and support.
  • Being Authentic: Ability to be genuine and transparent in all interactions.
  • Emotional Intelligence: Ability to understand and manage one's own emotions and the emotions of others.
  • Self-Development: Commitment to ongoing learning and professional development.
  • Being Flexible and Adaptable: Ability to adapt to changing priorities and circumstances.