Central Bank · 5 hours ago
Client Services Specialist
Osage Beach, MO
Full-time
Onsite
Entry, Mid Level
2+ years expCentral Investment Advisors (CIA), a division of Central Wealth Management, is seeking a Client Services Specialist to support Financial Advisors in managing client data and coordinating communications. The role involves maintaining client records, preparing reports, and assisting with various operational tasks while ensuring exceptional client service.
FinanceFinancial Services
Responsibilities
Support Financial Advisor(s) in aspects of client/broker relations: Analytical and clerical duties, Broad client assistance, Maintain contact management database, Limited assistance with client banking relationship, Set appointments daily for Financial Advisor(s), Assist in completion of new account paperwork, Maintain client files, Prepare general correspondence, Notify Financial Advisor(s) of reorganization offers effecting clients, Perform general office duties
Broad client contact: Answer non-advice related account questions, Process client IRA contributions & distributions, Assist client with address changes, Update brokerage funding account information, Verify dividend and interest payments, Communicate status of account transfers, Furnish client with cost basis information available in branch office, Follow-up general client inquiries with regard to investment and bank accounts, Assist advisor with incoming and outgoing referrals
Maintain client contact management database: Manage new contacts/clients & maintain existing contacts, Update Financial Advisor(s) calendar to include appointments, tasks and client meeting notes, Maintain and complete standardized workflows as assigned by the Central Investment Advisors’ Assistant Program Manager, Look for efficiencies within office for new workflows possibilities
Other duties and responsibilities: Required attendance of periodic Client Services Specialist meetings - no more than quarterly, Communication of learned efficiencies to Central Investment Advisors’ Assistant Program Manager
Qualification
Required
Proficiency with ClientWorks, Redtail, Client Reporting, and WealthVision is required
Strong phone etiquette and outbound calling are required
Exceptional customer-service attitude with strong client relation skills
Capable of managing multiple tasks and meet deadlines
Strong organizational skills
Strong PC skills
Creative thinking and ability to share ideas
Self-starter - initiative to begin projects independently
Capability to work with various software products
Effective oral & written communication skills
Attention to detail is key
Preferred
Bachelor's Degree in the Business discipline desired or equivalent work experience
Minimum 2 Years Brokerage Or Banking Experience
Series 7, Series 66 or Series 65 and Series 63 Licenses preferred - encouraged to acquire
Company
Central Bank
Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-04-10Acquired
1998-07-01IPO
Leadership Team
Bill Ferguson
President and CEO
Marshall Abney
President & CEO
Recent News
Business Wire
2022-03-01
Company data provided by crunchbase