Client Service Associate

BELL BANK; United States; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Healthcare

Employee stock ownership

401(k) plan

Job summary

Bell Bank is seeking anAdministrative Assistant for the Bell Investments Department to provide accurate clerical support, greet visitors, prepare client correspondence, and transcribe meeting notes.

The role involves tracking client information, supporting prospective client actions, and maintaining proposal files. Applicants should have 2–4 years of experience and strong MS Office skills in a fast-paced banking environment.

Qualifications

• Associate degree or higher in business, finance, or related field preferred; equivalent education/experience considered.
• 2–4 years of relevant experience.
• Foundational administration knowledge and practices.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong written and verbal communication; ability to work in a fast-paced environment.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Provide administrative and clerical support to the Bell Investments Department.
• Serve as part of receptionist team with designated duties.
• Prepare client/prospect letters, correspondence, and memos.
• Transcribe client meeting notes and take minutes.
• Attend department meetings and track reports for clients.
• Coordinate client mailings and maintain up-to-date client information.
• Open accounts and prepare paperwork; greet visitors professionally.
• Communicate professionally with internal and external clients.

Skills

Administrative support

Communication

Time management

Multitasking

Education

Associate or higher in Business/Finance/Communication

Tools

Microsoft Office

Job description

This position provides accurate and effective administrative and clerical support to the Bell Investments Department of Bell Bank.

Responsibilities

• Provide administrative and clerical support to the Investment team.
• Serve as active member of receptionist team with specific designated receptionist duties.
• Prepare client/prospect letters, correspondence, memos, etc.
• Transcribe client meeting notes.
• Attend department meetings and take minutes.
• Track client contact and pull reports as requested.
• Be central point for status reports.
• Coordinate client mailings.
• Assist team with prospective client actions and projects.
• Keep proposal files updated and accurate.
• Complete proposal requests.
• Assist in documenting and coordinating paperwork related to commencing new business.
• Track prospecting calls and sales.
• Assist team with current clients.
• Maintain up-to-date client information.
• Keep schedule of minimum criteria for accounts to notify team of which clients/relationships require meetings/contacts monthly or quarterly, etc.
• Complete client packet requests.
• Communicate professionally, effectively and accurately with internal and external clients.
• As one member of our active receptionist team, answer incoming calls in a professional manner.
• Greet visitors coming into Bell Bank offices in a professional manner.
• Open accounts and prepare and maintain paperwork.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Education, Experience, and Other Expectations

• Associate’s Degree in Business, Finance, Communication, or a related field preferred; equivalent combination of education and relevant experience will be considered.
• 2-4 years of relevant experience.

Knowledge, Skills, and Abilities

• Foundational working knowledge of current administration practices, relationships and matters.
• Basic knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint).
• Ability to communicate effectively with others in a constantly changing work environment.
• Above-average written and communication skills.
• Ability to deal with multiple tasks and deadlines.
• Effective time management and organizational skills.

Company Information

If you like to work with people in a family atmosphere, enjoy great benefits and provide unequaled personal service to every customer, consider a career with Bell Bank.

Bell Bank was founded in 1966 and is headquartered in Fargo, North Dakota. It is the largest family-and employee-owned bank in the upper Midwest, and one of the largest in the nation, with assets of more than $14 billion. Bell Bank has full-service banking locations in North Dakota, Minnesota and Arizona. Bell has empowered more than $30 million in charitable giving through its unique Pay It Forward initiative, through which every employee chooses each year how to help individuals, families and organizations in need.

Bell Bank has been recognized as a top workplace by American Banker, Forbes and Fortune. If you want to work for an established, growing, forward-looking organization with world-class employees, this is the place for you. Let Bell Bank be your destination workplace.

Bell's Values:

As stewards, dedicated to the growth and reputation of this independently owned organization, we are committed to:

• Promoting and sustaining our family atmosphere.
• Providing unequaled personal service to each and every customer.
• Paying it forward

Our Bottom Line:

Happy Employees! Happy Customers!

In addition to salary, Bell Bank offers a comprehensive benefits package including, healthcare, (medical, dental, vision) employee stock ownership program, and 401(k) contribution and profit-sharing plan. All benefits are subject to eligibility requirements.

Bell Bank

Equal Opportunity Employer

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