Investment Client Experience Coordinator

German American Bank; Whitehall (OH); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

STD/LTD

401(k) match

Stock purchase plan

Paid time off

Education assistance

Parental leave

Wellness benefits

Discounts

Job summary

German American Bank is seeking an Investment Client Support Associate in Whitehall, OH. You will partner with the Financial Advisor to manage daily schedules, prepare client materials, and schedule appointments, providing timely, courteous support to current and prospective clients.

You will coordinate client events, handle invitations and RSVPs, research questions, and prepare required compliance reports, including FINRA-related documents, while demonstrating strong organization, discretion,

Qualifications

• Previous sales experience is a plus.
• Relationship-focused approach to serving investment clients.
• Proficiency with Microsoft Word, Excel, Access, and PowerPoint.
• Strong organizational skills with the ability to manage multiple priorities and follow through on commitments.
• Sound judgment and discretion when handling sensitive and confidential information.
• The ability to thrive in a fast-paced, goal-oriented environment with ongoing deadlines.

Responsibilities

• Partner with the Financial Advisor to manage daily schedules.
• Prepare client materials and follow up on items.
• Connect with current and prospective clients to schedule appointments and provide timely support.
• Coordinate client events by managing invitations, reservations, refreshments, RSVPs, and follow-up.
• Research and resolve client questions while preparing required compliance reports, including FINRA-related documents.

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Job description

German American Bank is seeking an Investment Client Support Associate in Whitehall, OH. You will partner with the Financial Advisor to manage daily schedules, prepare client materials, and schedule appointments, providing timely, courteous support to current and prospective clients.

You will coordinate client events, handle invitations and RSVPs, research questions, and prepare required compliance reports, including FINRA-related documents, while demonstrating strong organization, discretion,