Client Services Associate – Financial Advisory Support

Bank of Luxemburg; Town of Luxemburg (WI); Sur place; USD 36 000 - 60 000; Plein temps

Avantages offerts par ce poste

Paid time off

Paid holidays

Health, Dental, Vision, Life insurance

Employee Assistance Program (EAP)

Tuition reimbursement

Promoting from within

Free and discounted bank services

Résumé du poste

Bank of Luxemburg is seeking a Customer Service Assistant to work with Financial Advisors, handling client inquiries, account paperwork, and accurate data entry in Salesforce. You will support investment and insurance clients and engage with the local community.

The role requires an associate degree or equivalent experience, strong organizational skills, attention to detail, and proficiency in Word and Excel. This is a community-focused, collaborative team with growth opportunities.

Qualifications

• Strong customer service, interpersonal, organizational, time-management, and problem-solving skills.
• Attention to detail with the ability to manage multiple priorities, meet deadlines, and work independently.
• Working knowledge of Microsoft Word, Excel, and basic computer applications.

Responsabilités

• Partner closely with Financial Advisors to provide timely, professional service and help clients with their investment and insurance needs.
• Open and maintain client accounts, coordinate paperwork, gather required documentation, and assist with transfers, distributions, rollovers, beneficiaries, and other account needs.
• Prepare portfolio reviews, reports, client forms, and other materials that help Financial Advisors deliver productive client meetings.
• Keep client information and activities organized and accurate in Salesforce while following industry, FINRA, confidentiality, and recordkeeping requirements.
• Build relationships beyond the office by supporting community outreach, sponsorships, and marketing activities.

Connaissances

Customer service

Interpersonal

Organizational

Time-management

Problem-solving

Formation

Associate degree or equivalent work experience

Outils

Microsoft Word

Excel

Basic computer applications

Description du poste

Bank of Luxemburg is seeking a Customer Service Assistant to work with Financial Advisors, handling client inquiries, account paperwork, and accurate data entry in Salesforce. You will support investment and insurance clients and engage with the local community.

The role requires an associate degree or equivalent experience, strong organizational skills, attention to detail, and proficiency in Word and Excel. This is a community-focused, collaborative team with growth opportunities.