We are hiring a brilliant Client Service Associate to join our amazing team at TS Banking Group in Council Bluffs, IA.
Growing your career as a Full Time Client Service Associate is an incredible opportunity to develop excellent skills.
If you are strong in leadership, presentation and have the right initiative for the job, then apply for the position of Client Service Associate at TS Banking Group today!
Invite a friend Job Description:TS Prosperity Group is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They will be responsible for a wide variety of client communications and processes while having awareness of operational processes to achieve the client's needs. Must have a basic understanding and/or be willing to gain knowledge in several areas of finance, including investments, and financial planning.
Preferred education and experience: 2+ years' experience interacting with clients in a high-quality service environment is required. 1 year or more of experience in personal financial planning, wealth management, tax preparation or banking is preferred. Bachelor's degree or greater is preferred, but not required for applicants with sufficient relevant experience to the position.
Position Location: Council Bluffs, IA Experience and Skills:Manage the reception and shared office areas to ensure in-person, telephone and online client communications are of the highest quality to the publicMaintain and assist in the management of all necessary office and client records and their compilation, including taking detailed notes and conducting business with confidentialityGreet, interact with and answer calls for current and prospective clients about their financial plan with high quality of client serviceIdentify opportunities to improve service delivery and support process improvement initiativesCoordinate, organize, process and oversee client service projects that deliver on client account needs.Maintain a knowledge about financial services compliance and regulation.Prepare and process month-end, quarter-end, and year-end reporting as applicable.Ability to use independent judgment.Positive attitude and willingness to work in a team environment.Ability to perform all other duties as assigned.Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial.To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs.Utilize excellent interpersonal, written, and verbal communication skills to manage emails and calls from clients, staff, and othersAssist and support fiduciary offices, investment advisors, and other financial planning staff as neededPromote good client relations by providing prompt and courteous service on all daily inquiries received from current and prospective clientsOperates in full compliance with internal policies, banking and company regulations, policies and procedures, as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn't meet regulatory requirements including fraud, whether suspected or confirmed, to management. BenefitsCompetitive benefits package:
Health and dental insuranceLife insurance packageGenerous PTO and holiday package401K contribution and matchProfessional development expense allowanceGym membership reimbursementTuition reimbursementPaid volunteer time off (VTO)Wellness program Benefits of working as a Client Service Associate in Council Bluffs, IA:
? Excellent benefits
? Company offers career progression opportunities
? Competitive salary
