Wealth Sales Support & Client Services Pro

Flagstar Bank; Sun City, Phoenix (AZ, AZ); On-site; USD 23,000 - 36,000; Full time

Job summary

Flagstar Bank in Sun City, AZ is hiring a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants, schedule client appointments, and prepare financial reports.

The role requires strong communication, organization, and proficiency with Microsoft Office apps; prior experience in investment/insurance admin is preferred, licenses may be pursued for incentives.

Qualifications

• High School Diploma or equivalent required.
• 1+ year experience as administrative assistant or related investment/insurance industry role.

Responsibilities

• Identifying, researching, analyzing, and resolving customer account issues.
• Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy including scheduling client appointments.
• Preparing internal financial reports, email communications to retail branch teams, and education materials for staff.
• Maintaining up-to-date knowledge of products, services, and systems.

Skills

Customer service

Communication skills

Microsoft Office

Team collaboration

Education

High School Diploma or GED

Tools

MS Word

MS Excel

PowerPoint

Job description

Flagstar Bank in Sun City, AZ is hiring a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants, schedule client appointments, and prepare financial reports.

The role requires strong communication, organization, and proficiency with Microsoft Office apps; prior experience in investment/insurance admin is preferred, licenses may be pursued for incentives.