Wealth Management Client Services Associate

First State Community Bank

Farmington (MO)

On-site

USD 30,000 - 40,000

Full time

14 days+

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Benefits offered by this job

Competitive pay and benefits package
401(k) with employer match
Supportive work environment

Job summary

First State Community Bank in Farmington is seeking a dedicated Customer Service Representative to support our wealth management clients. The role involves executing financial transactions, maintaining records, and providing exceptional customer service.

The ideal candidate will have excellent communication skills, be proficient in Microsoft Office, and demonstrate strong organizational abilities. A commitment to teamwork and a desire to help customers are essential in this full-time position.

Qualifications

  • Excellent communication skills; both written and verbal.
  • Ability to multi-task in a busy environment.
  • Strong organizational and time management skills.

Responsibilities

  • Execute financial transactions efficiently and accurately.
  • Serve as the first point of contact for customers.
  • Maintain financial or account records.

Skills

Communication skills
Multi-tasking
Organizational skills
Proficient in Microsoft Office

Job description

First State Community Bank in Farmington is seeking a dedicated Customer Service Representative to support our wealth management clients. The role involves executing financial transactions, maintaining records, and providing exceptional customer service.

The ideal candidate will have excellent communication skills, be proficient in Microsoft Office, and demonstrate strong organizational abilities. A commitment to teamwork and a desire to help customers are essential in this full-time position.

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