Client Associate Job at bankESB
OVERVIEW:
Performs a variety of administrative and sales duties in support of the Wealth Management team in conformance with established Bank and LPL Financial policies and procedures. Delivers extraordinary client service while maintaining a high level of confidentiality and professionalism. Completes daily responsibilities while effectively managing time to complete special projects.
PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:
- Maintains regular contact with clients according to their segmentation. (Monthly, Quarterly etc.)
- Ensures regular meetings between clients and advisors according to their segmentation
- Greets clients and makes them feel comfortable while visiting the office
- Manages all incoming referrals and required follow up
- Acute sensitivity to compliance requirements
- Coordinates all activities related to client and public events
- Manages advertising content in harmony with the Marketing Department, ensuring fresh content
- Manages and controls the administration of CRM system
- Maintains client files as well as prospectus files
- Locates, maintains and creates content for branch trainings
POSITION REQUIREMENTS:
- High School diploma or its equivalent
- High level of professionalism
- Excellent interpersonal and telephone skills
- Excellent attitude and an extraordinary client service orientation
- Excellent organizational and time management skills
- Proven PC skills with proficiency in Microsoft Office Suite, including Outlook, Word, Excel and Publisher
- An ability to multitask and operate in tight deadlines
- Knowledge of CRM systems (previous experience with Redtail CRM preferred)
- Previous financial services industry experience helpful
An Affirmative Action/Equal Opportunity Employer of protected veterans and individuals with disabilities. Applicants for employment are considered without regard to race, creed, color, religion, sex, gender identity, sexual orientation, marital status, genetic information, national origin, age, disability, status as a veteran, Vietnam Era Veteran, or being a member of the Reserves or National Guard. Also, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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