Client Service Associate

Liberty Bank - CT; Middletown (CT); On-site; USD 40,000 - 50,000; Full time

Job summary

Liberty Bank - CT is seeking a Client Service Associate in Middletown to support financial advisors and enhance client engagement. The role involves account management, customer inquiries, and collaboration with a dynamic team in a client-first environment.

Qualifications

• Minimum 2 years of experience in client services within the financial sector.
• Proficiency in Microsoft Office products such as Excel, Word & PowerPoint.
• Demonstrated attention to detail and problem-solving abilities.

Responsibilities

• Support Financial Advisors with customer correspondence and account servicing.
• Prepare account documentation and resolve discrepancies.
• Manage appointment scheduling and related follow-up tasks.

Skills

Communication

Problem Solving

Time Management

Attention to Detail

Education

College degree or equivalent work experience

Tools

Microsoft Office Suite

Job description

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At Liberty, we strive to maximize our impact and exceed goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a socially responsible and sustainable future through initiatives and investment.

OVERALL OBJECTIVE

Join a dynamic and successful team of financial professionals, serving the investing, financial planning, wealth management and insurance needs of our clients and prospects. The Client Service Associate position joins a cohesive support team working with a nationally recognized, top performing team of Financial Advisors at Liberty Bank, in Middletown, CT. The position includes personalized training and support, a team-based atmosphere, and a client-first mission. This position reports to the Business Development Manager (BDM), and is located in Middletown, CT.

ESSENTIAL FUNCTIONS:

The ideal candidate will handle the following responsibilities with minimal direct supervision:

• Support Financial Advisors with customer correspondence and communications related to account documentation, account servicing, and client inquiries.
• Prepare account opening and servicing documents for financial advisors, review all paperwork and documents for completeness and accuracy, resolve discrepancies in new account or service documentation, submit paperwork in accordance with prescribed policies and procedures.
• Receive and handles client inquiries per the direction of the financial advisors.
• Resolve routine and complex inquiries on customer accounts, including research and follow up.
• Handle appointment scheduling, appointment preparation, calendar management, and all follow up.
• Apply knowledge of various computer software programs of the Broker / Dealer, including order entry, back-office account maintenance, and on-line market information systems. Demonstrated ability to learn and utilize necessary technology platforms.
• Apply knowledge of the financial markets as well as investment and banking products and services.
  
  

BUSINESS DEVELPOMENT

• Collaborate with and assist Financial Advisors with client outreach and marketing efforts.
• Assist with facilitating campaign-based, targeted and general electronic and direct mailings
• Provide telephone-based outreach as directed by financial advisors (no cold calling)
• Create client and portfolio review information and facilitate the preparation of financial planning documents.
  
  

Minimum knowledge/skills:

• College degree or equivalent work experience.
• Minimum of 2 years of experience in client services, within the financial sector.
• Excellent verbal and written communication, problem solving, decision making and time management skills.
• Strong attention to detail with a high concern for accuracy.
• Ability to make sound decisions including managing the balance of risk and the delivery of a superior customer experience.
• Demonstrated ability to problem-solve simple to complex issues, capable of handing competing priorities and maintaining a level of professionalism in all circumstances.
• Well organized self-starter that has the ability to forecast and plan effectively.
• Proficiency in Microsoft Office suite of products (Excel, Word & PowerPoint) and position specific software as required.
• Ability to manage multiple ad hoc assignments
• FINRA 6 or 7 licenses preferred or the opportunity to obtain FINRA Series 7 & 63 licenses through bank sponsorship.
  
  

Accountabilities

• Adheres to applicable federal and state regulations and Bank policies and procedures, including OFAC, BSA, PATRIOT Act, Privacy, and consumer protection regulations pertaining to incumbent’s business line.
• Completes required Continuing Education and training (on-line and in-person) by set due dates.
  
  

PHYSICAL REQUIREMENTS:

• General Office Equipment
• Keyboard Dexterity
• Prolonged Sitting
  
  

COMPLIANCE:

Acts affirmatively in all activities under his/her control in conformance with the Bank’s Affirmative Action, Equal Employment Opportunity, and Fair Lending Programs to achieve the Bank’s goals and objectives. The Bank shall provide equal employment opportunity to all qualified persons, and continue to recruit, hire, train and evaluate persons in all jobs without regard to race, color, religion, sex, national origin, or veteran status.

Liberty Bank is an Equal Opportunity employer. It is the policy of Liberty Bank to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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