Client Relations Associate

1 week ago

Fort Worth, Texas, United States Frost Bank Full time
Position Overview

Your role is to empower our clients and support our team.

Are you recognized for your organizational skills? Do you thrive in both independent and collaborative environments? Do you find satisfaction in creating daily task lists? If so, the Client Relations Associate position could be an excellent fit for you.

At Frost Bank, we believe in more than just employment; we focus on cultivating a rewarding career where you can excel both professionally and personally. We are dedicated to creating a workplace that embodies our core values and inspires our team members to reach their full potential. By joining our flexible and integrity-focused team, you will contribute to Frost's long-standing tradition of delivering exceptional banking services.

Your Responsibilities:

As a Client Relations Associate, you will assist financial advisors and other staff members by managing a variety of tasks to ensure all interactions with clients and stakeholders are positive and efficient. You will collaborate across departments, viewing each interaction as an opportunity to forge lasting relationships. Your ability to prioritize tasks, troubleshoot issues, and maintain attention to detail will be essential. Most importantly, this role is centered around building trust through every engagement, embodying integrity, care, and excellence.

Key Duties:
  • Initiate and monitor account transfers to and from various institutions, ensuring clear and consistent communication.
  • Track and follow up on requests for the purchase of investment products such as mutual funds, stocks, and bonds.
  • Assist senior financial advisors in managing account openings and transfers for both new and existing clients, enhancing departmental efficiency and client satisfaction.
  • Engage in daily account administration tasks to ensure deadlines are met and inquiries are addressed promptly.
  • Act with Integrity, Caring, and Excellence to achieve mutually beneficial outcomes.
Qualifications:
  • Proven customer service abilities.
  • Strong written and verbal communication skills.
  • Proficiency in Microsoft Office applications.
Preferred Qualifications:
  • Possession of an active FINRA Series 7 and Series 63 and 65 or 66 license, or the ability to obtain these within a specified timeframe.
Benefits:

At Frost Bank, we prioritize your well-being, your family, and your future, and we strive to ensure our benefits reflect this commitment. Our offerings include:
  • Comprehensive medical, dental, and vision insurance, along with long-term disability and life insurance.
  • 401(k) matching program.
  • Generous holiday and paid time off policies.
  • Tuition reimbursement opportunities.
  • Extensive health and wellness initiatives, including an Employee Assistance Program.
  • Referral bonus program and more.
Since our inception, Frost Bank has been dedicated to providing outstanding banking, investment, and insurance services to individuals and businesses throughout Texas. As one of the largest banks in the U.S. by asset size, we pride ourselves on our customer satisfaction. At Frost, we invite you to be part of something greater.

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