Financial Advisor Sales & Client Support Specialist

First Citizens State Bank; Whitewater (WI); On-site; USD 38,000 - 46,000; Full time

Job summary

First Citizens State Bank in Whitewater, WI, seeks a Financial Advisor Sales Assistant to provide administrative, client service, and regulatory support to the advisory team. You will handle client communications, account administration, scheduling, and sales support while upholding high standards of service and compliance.

The role involves preparing reports, maintaining CRM records, and supporting onboarding and ongoing account maintenance, as well as assisting with account openings,

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field preferred.
• Experience in financial services, banking, administrative support, or customer service preferred.
• Strong organizational skills, attention to detail, and communication skills.
• Proficient in Microsoft Office Suite; experience with CRM and financial software preferred.

Responsibilities

• Respond to client inquiries via phone, email, and in person.
• Schedule and coordinate client meetings and follow-up communications.
• Prepare client correspondence, reports, presentations, and meeting materials.
• Maintain and update client records, databases, and CRM systems.
• Assist with client onboarding and ongoing account maintenance.
• Prepare and process account documentation, including account openings, transfers, transactions, and service requests.
• Assist with proposals, marketing materials, referrals, and sales tracking activities.
• Coordinate client events, seminars, and related communications as needed.
• Prepare reports and summaries for the financial advisory team.
• Ensure documentation is complete and maintained in accordance with regulatory requirements and company policies.
• Maintain confidentiality of client and bank information.

Skills

Organizational skills

Attention to detail

Communication skills

Independent & collaborative

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office Suite

CRM software

Financial software

Job description

First Citizens State Bank in Whitewater, WI, seeks a Financial Advisor Sales Assistant to provide administrative, client service, and regulatory support to the advisory team. You will handle client communications, account administration, scheduling, and sales support while upholding high standards of service and compliance.

The role involves preparing reports, maintaining CRM records, and supporting onboarding and ongoing account maintenance, as well as assisting with account openings,