Postat în: Altele în Kansas | Adăugat pe site: |
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships.
A successful candidate will have:
Excellent organizational and time-management skills
Excellent communication skills both written & oral
Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
Must have excellent judgment, be an independent thinker and resourceful
Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Be a team player with a positive attitude
Display the highest degree of integrity, professionalism, diplomacy, and discretion
Ability to handle highly sensitive, confidential, and non-routine information
Essential functions of the role:
Client Communication
Serve as the first point of contact for client inquiries via phone, email, and in-person visits
Ensure all client interactions are handled with high professionalism and in a timely manner
Administrative Support
Assist in the preparation of client meetings, including scheduling appointments, preparing meeting materials, and maintaining client records in all systems
Responsible for recording, updating, and managing all details related to internal and external client referrals
Account Maintenance
Process account openings, transfers, and updates
Execute client requests accurately and efficiently
Assist in the gathering of client financial information
Compliance and Documentation
Ensure all client documentation is complete and in compliance with regulatory standards
Assist with the maintenance of client files and records
Team Collaboration
Work closely with the broader Wealth team members and bank to ensure seamless service delivery
Participate in team meetings and contribute to process improvement initiatives
Other duties as assigned within the scope and responsibility of the job
Requirements
3+ years of experience in a client service or administrative role within the financial services industry
Bachelor’s degree in Finance, Business Administration, or related field preferred
Strong verbal and written communication skills
Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Hours: (40 hours per week)
Monday – Friday: 8:00 AM - 5:00 PM
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.