Top 2 Client services associate Jobs in Vinton La

Client Services Associate
First Federal Bank of Louisiana —Lake Charles, LA
- Full-time
- Office
- Trade school
- Business
Quick Apply
11d
Client Specialist
First Horizon Bank —Lake Charles, LA
- Research
- Mid-level
- Office
- Wellness program
- Health savings account

More jobs to discover

Find similar jobs that you might be interested in.

Commercial Account Manager/ Service & Retention Specialist
APRIL TOLBERT INSURANCE AGENCY LLC Farmers Insurance —Beaumont, TX
A Texas Property & Casualty insurance license is required. Your ability to build rapport will be necessary as you work closely with our existing commercial…
$45,000 - $65,000 a year
Quick Apply
1d
Paramedic
International SOS —Cameron, LA
Use tech equipment and tools to stabilize patients or provide immediate treatment. Assist medical providers with medical procedures and treatments as allowed…
$35 an hour
Quick Apply
4d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
$19.23 - $38.47 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in vinton la

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near vinton la

Client Services Coordinator jobs in Remote

Client Specialist jobs in Fullerton, CA

Client Success Manager jobs in Atlanta, GA

Client Specialist jobs in San Francisco International Airport, CA

Client Specialist jobs in Mobile, AL

Clinical Documentation Specialist jobs in Birmingham, AL

Client Specialist jobs in Las Vegas, NV

Client Services Associate jobs in Palm Beach Gardens, FL

Client Services Associate jobs in Euless, TX

Research Associate jobs in Houston, TX

Client Services Associate jobs in Alpharetta, GA

Client Services Associate jobs in Bayonne, NJ

Client Services Associate

First Federal Bank of Louisiana -
Lake Charles, LA

Quick Apply

Job Details

Full-time
11 days ago

Qualifications

Office supply management
Data integrity assurance
Opening bank accounts
Report preparation
Customer records maintenance
Investment advisory support
Correspondence management
Financial services customer support
Confidential information handling
Office activity coordination
Customer relationship building
Webinars
Account maintenance
Phone communication
Educational events
Account troubleshooting
FINRA
Bank transfers
Filing
Money transfers
Client file management
Executive administrative support
Scanning
Financial issue resolution
Managing clients in a customer support role
Client database systems
Social media platforms
Managing clients in a finance role
Mail management
Investment account customer support

Full Job Description

First Federal Bank of Louisiana is currently seeking a Client Services Associate with First Federal Investments. The position is located at the Nelson Branch located in South Lake Charles, LA.

About Us

First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that’s what our team strives to do in the communities we serve each and every day. Visit www.ffbla.bank to learn more. Member FDIC, Equal Housing Lender.

Position Summary

Provides assistance and support to financial advisors regarding administrative tasks, client relationship management, and operations while also acting as receptionist for the branch.

Essential Duties & Responsibilities include, but are not limited to, the following:

Serves as the first point of contact for clients via phone, email and in person.
Addresses general client inquires related to account maintenance, statements, and online access.
Ensures timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.
Maintains confidentiality regarding client information and adheres to compliance guidelines.
Manages calendars, appointments, and client review meetings for financial advisors.
Prepares, proofreads, and distributes reports, presentations and correspondence.
Maintains and updates client records in the firm’s CRM system to ensure data accuracy.
Handles incoming and outgoing mail, including scanning and filing important documents.
Orders office supplies and assists with office upkeep.
Processes new account paperwork and ensures completeness and compliance.
Assists in maintaining compliance records and ensures adherence to FINRA, SEC and firm policies.
Monitors client account accuracy and resolves administrative issues.
Coordinates with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
Assists in organizing client appreciation events, webinars, and educational seminars.
Assists in managing social media updates, newsletters, and other client communication initiatives.
Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.

Minimum Qualifications

Associate's degree (A.A.) or equivalent from a two-year college, business or technical school OR a minimum of two (2) years of financial advisement related experience and/or training.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a short, overview summary of the knowledge, skills, and/or abilities required. The full job description is attached to this job posting in pdf format. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Duties & Responsibilities

This job summary is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer

The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.

Monday - Friday, 8 AM - 5 PM.

Quick Apply

Refine Your Search

client services associate jobs in vinton la

Client Services Associate

Client Specialist

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in vinton la

Explore jobs in more locations

Position Summary

Essential Duties & Responsibilities include, but are not limited to, the following:

Job Seeker Tools

Employer Tools

Browse

Stay Connected