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Peoples Bank · 1 month ago

Client Service Associate III

Huntington, WV

Full-time

Onsite

Entry, Mid Level

2+ years exp

Peoples Bank is dedicated to fostering a positive and collaborative work environment. The Client Service Associate III will provide high-level administrative support to Financial Advisors, manage client interactions, and assist in various operational tasks to enhance client service and team efficiency.

BankingFinanceFinancial Services

Responsibilities

Will provide high level administrative support for 2-3 high volume producing Financial Advisors

Responsible for contacting clients to schedule annual reviews for financial advisor

Will prepare reports, documents, and handouts for upcoming client meetings

Responsible for scheduling weekly touchpoint meetings with Financial Advisor to provide updates on client status

Responsible for researching Broker Dealer processes and developing procedures

Will perform cost basis research in order to provide resolution to client inquiries

Responsible for entering information into Client Onboarding system to open new accounts

Will scan and monitor account documents for processing in Service Center Portal

Will enter trade orders into the Consolidated Order Entry system as instructed by Financial Advisor or clients

Will be responsible for monitoring and resolving client issue notifications from Alerts Portal

Responsible for reviewing Cash/Securities Due Report with the Financial Advisor and will contact client to provide resolution

Responsible for linking client accounts for the nature of relationships, mutual fund breakpoints and annuities

Will review Annual Fee Next Month report with Financial Advisor and providing resolution to client account fee issues

Manage routine client requests such as money movement, transfers, and updating client information and resolve any issues

Collect and review paperwork for new accounts, account updates, and routine account maintenance as directed by the Financial Advisors

Handle client money due situations for the Financial Advisors

Prepare material for presentations, and for client meetings, including investment performance and allocations reports

Coordinate routine and special mailings for the Financial Advisor, such as birthday cards, holiday cards, account reviews, and client notifications

Assist with phone coverage for the Financial Advisors

Document client related interaction in Contact Management System

Assist with planning and conducting seminars as needed

Act as a resource person for Contact Management System, Raymond James, Lotus Notes sales reporting and similar systems related to Trust & Investment sales

Support assistant team by attending bi-monthly meetings, testing new technology, providing back up coverage, and mergers and acquisitions support when needed

Will perform special projects as assigned

Qualification

Financial services experienceWordExcelPowerPointSeries 7 LicenseFINRA licensesOffice administrationMulti-taskingInterpersonal skillsCommunication skillsProblem-solving