Stockman Wealth Management · 2 weeks ago
CUSTOMER SERVICE REPRESENTATIVE
Sidney, MT, US
Full-time
Onsite
New Grad, Entry LevelStockman of Montana is seeking a Customer Service Representative to serve as the front line for New Accounts and Customer Service. This role requires extensive product knowledge to support customer interactions and foster new business development through servicing requests and community engagement.
Investment Management
Responsibilities
This position is the Office’s front line with regard to New Accounts and Customer Service
It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities
Qualification
Required
Strong commitment to providing exceptional customer service
High School diploma or equivalency
Ten key proficiency
Previous computer experience
Company
Stockman Wealth Management
Stockman Wealth Management is a Registered Investment Advisor firm serving Montana and other clients across the United States.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mason O'Donnell, CFA, CFP®
Deputy Chief Investment Officer
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