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    Sr Client Service Associate - St Louis, United States - FirstBank

    FirstBank
    FirstBank St Louis, United States

    3 weeks ago

    Default job background
    Description
    Position Details

    Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department.

    What You Will Be Doing

    • Providing clerical assistance including filing of customer information and transmission of documents to other departments
    • Conducting outbound and incoming calls to schedule Financial Advisor appointments
    • Coordinating referral activities with branch employees, as well as Financial Advisor's marketing initiatives
    • Tracking, maintaining and reporting on sales activities for Financial Advisor
    • Providing general clerical/administrative duties as needed for department
    Additional Details

    None

    What Do You Need for this Position?
    • A minimum of two years 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 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
    About Us

    Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

    Diversity


    At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

    First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

    At First Bank, we embrace a hybrid work environment which include at least two full days in our Creve Coeur Headquarters with more or all in-office days expected of our client facing teams and the groups that support them in the business. This role may have some client facing interactions and supports a team that is client facing.

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