Client Care Specialist delivering professional customer service at animal memorial services. Ensuring quality interactions via various communication methods and coordinating client service requests.
About the role
- Client Services Associate providing support for Financial Services clients at S&T Bank. Assisting in processing client accounts and managing appointments, while ensuring excellent service with a collaborative approach.
Responsibilities
- Provide support for the sales and service for the Financial Services Department and Financial Planner within the regional satellite offices.
- Provides client service for assigned Financial Services clients.
- Assists in the daily function of the satellite office by providing client service.
- Responsible for the processing of all paperwork relating to client accounts for processing at the home office.
- Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office.
- Assists Financial Advisor in establishing appointments with existing clients and potential new clients through the CRM.
- Schedule and prepare for all client reviews and new client meetings using E-Meeting.
- Responsible for processing client money movement, RMD’s, and asset transfers.
- Responsible for updating and maintaining the Ameriprise CRM Salesforce with meeting notes, client calls, and all activity.
- Maintain a good working relationship with bank employees.
Requirements
- Requires a high school diploma or equivalent, plus specialized training or two-year degree.
- Requires two to five years general experience with two to five years specialized financial services experience required.
Benefits
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities • Reasonable accommodations • Opportunity to apply for positions without regard to protected characteristics
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