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St. Louis

    Sr Client Service Associate - St. Louis, United States - first-bank

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    Full time
    Description

    About the Position:

    We are looking for a Senior Client Service Associate to support our Financial Advisors by handling various administrative tasks such as scheduling customer appointments, delivering top-notch customer service, and serving as a connection point for the Brokerage Administration unit.

    Responsibilities:

    • Assisting with clerical tasks like organizing customer data and forwarding documents to different departments
    • Managing both outbound and inbound calls to arrange meetings for Financial Advisors
    • Coordinating referral programs with branch staff and supporting Financial Advisor's marketing efforts
    • Monitoring, managing, and documenting sales activities for Financial Advisors
    • Providing general clerical and administrative support as required

    Requirements:

    • Minimum of two years of clerical or administrative experience, or equivalent combination of education and experience
    • At least one year of sales or customer service experience in a banking or brokerage environment is preferred
    • Strong customer service skills with excellent written and verbal communication abilities
    • Highly organized with great attention to detail
    • Associate's degree in Business or Finance from a two-year college is a plus
    • Potential future requirement to obtain NASD Series 7 and 63, as well as state Health and Life Insurance licenses - Existing licenses are highly desirable


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