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TowneBank · 10 hours ago

Non-Registered Client Service Assistant/ 401(k) Client Service Assistant (Richmond, Suffolk or Virginia Beach)

Suffolk, VA

Full-time

Onsite

Mid Level

3+ years exp

TowneBank is a financial services provider, and they are seeking a Client Service Assistant to support financial advisors and interact with clients. The role involves answering calls, processing client documentation, and assisting with marketing efforts.

Banking

Responsibilities

Answer telephones and screen calls for financial advisors

Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries

Research client and security information through the back-office system

Process and follow-up on client documentation for proper maintenance of accounts

Prepare letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients

Create and maintain records and files

Maintain databases and create reports

Assist financial advisors with marketing efforts including seminars, etc

Receive and process deposits and securities when needed

Train other service associates when needed

Crosstrain on other operational functions and performs back-up in these areas as needed

Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA)

Other duties as assigned

Qualification

Customer serviceCommunication skillsOrganizational skillsAnalytical skillsMathematical abilitiesGeneral computer skillsProfessional appearanceInterpersonal skillsWork under pressureWork independently