CRM & Client Operations Specialist (Financial Services)

BankWest; Pierre (SD); On-site; USD 42,000 - 56,000; Full time

Job summary

BankWest is seeking a detail-oriented administrative support professional to assist Registered Representatives. You will manage CRM records, prepare client meeting materials, and help with account openings/closings while ensuring accuracy and compliance.

The role involves handling correspondence, reports, and routine paperwork with supervision. Experience in brokerage and strong organizational skills are essential.

Qualifications

• Bachelor's Degree in a related field.
• Paraplanner designation preferred.
• 1 year of experience in related field.
• Knowledge of the brokerage industry.
• Ability to work dependently and/or independently, under pressure, meet deadlines.

Responsibilities

• Maintain and update CRM System (Redtail) for client and prospect contact.
• Prepare all necessary documents for client meetings; including statements and account details.
• Open and close accounts; processing required paperwork and data entry.
• Follow up on research requests and resolve issues with assistance.
• Prepare and send mailings and faxes including quarterly reports and newsletters.

Skills

Brokerage industry knowledge

Customer service

Communication

Time management

Attention to detail

Education

Bachelor's Degree in a related field

Paraplanner designation

Tools

Redtail CRM

Salesforce

Job description

BankWest is seeking a detail-oriented administrative support professional to assist Registered Representatives. You will manage CRM records, prepare client meeting materials, and help with account openings/closings while ensuring accuracy and compliance.

The role involves handling correspondence, reports, and routine paperwork with supervision. Experience in brokerage and strong organizational skills are essential.