This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs)
Job Summary
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
Matching Summary
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
Skills & Requirements
Must-have
client service support
client relationship management
operational excellence
risk management
enterprise strategic objectives
Nice-to-have
continuous learning
professional growth
sound judgment
discretion
culture driven
resilient
results focused
Key Requirements
High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter
Client-centric mindset
Ability to learn and adapt
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)