The CSC must be an active listener who has excellent verbal and written communication skills including strong relationship building skills. This role requires an engaging and outgoing personality; Positive energy and enthusiasm, the skill of listening to understand, with a strong commitment of exceeding expectations.
Client Services Coordinator Responsibilities
- Schedule client meetings while managing calendars for various Wealth Advisors
- Proactively manage a high volume of outgoing calls.
- Strive for a high success rate of connecting clients with advisor appointments.
- Communicate with clients through various channels.
- Promote Wealth Advisor services as solutions to client needs.
- Screen feedback and requests from clients and liaise within the department to providesolutions.
- Build and maintain close relationships with clients.
- Review risk tolerance, beneficiaries and client goals through phone meetings
- Attend client meetings, acting as a reference point for any administration questions
Qualities to Succeed in this Role
- The successful candidate enjoys working both independently (a self-starter) and collaboratively while exhibiting solid organizational skills, flexibility, time management and attention to detail while working in a goal – orientated environment.
- The ideal candidate will be dependable, respectful, and consistently work to uphold company ethics and standards.
Education and Experience
- Prior administrative and client services experience within a professional organization usingphones and computers as the primary job tools.
- Computer skills –knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Full time hours. Branch hours Monday-Friday 8:00 AM -5:00 PM.
BSB offers a competitive starting wage, with pay starting commensurate with previous experience and salary history. We value work life balance and offer robust paid time off benefits that include paid vacation, sick, personal time, volunteer and maternity to name a few. We also value longevity with our employees and offer a retirement plan that allows for employees to participate in planning for a secure financial future in retirement.
- Competitive wages plus excellent benefits
- Retirement Plan
- Health/dental/vision insurance
- Company-paid life insurance
- Professional Development
- Paid time off
- Volunteer Leave
- Approximately 11 paid holidays per year
Bennington State Bank was founded on the principles of integrity, trust, and fostering long-term customer relationships. BSB is a full-service financial provider including Trust and Wealth Management, Portfolio Management and Employee Benefit Services.
BSB is made up of employee owners with the Employee Stock Ownership Program owning more than 10% of the Bank. BSB has locations in Bennington, Minneapolis, Salina, Lucas, Sylvan Grove, Wamego, Wichita, and Abilene.
