Top 8 Finance operations occupations Jobs in Fredericktown, Mo

Customer Service Rep
First State Community Bank —Farmington, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- 401(k) matching
Compliance Analyst
First State Community Bank —Farmington, MO
- Full-time
- Mid-level
- Office
- Bachelor's degree
- 401(k) matching
Assistant Vice President (AVP) - Banking Operations (Back-Office)
New Era Bank —Fredericktown, MO
- $48,535.55 - $58,451.41 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Health insurance
Quick Apply
Director – Financial Due Diligence (Quality of Earnings)
Hollywell Partners LLC —United States
- CPA
- 5 years
- Finance
3d

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Securities Operations Specialist I or II
State Teachers Retirement System of Ohio —Columbus, OH
Associate degree in a related field preferred. Bachelor's degree in a related field required. Under the direction of the manager, Investment Operations, ensure…
$30.98 - $39.21 an hour
Transaction Specialist I
JPMorganChase —Westerville, OH
Operate required department machinery efficiently to process retail and credit card transactions. We offer a broad array of credit cards to meet the needs of…
10d

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Customer Service Rep

First State Community Bank -
Farmington, MO

Apply Now

Job Details

Full-time

Benefits

401(k) matching

Qualifications

Data integrity assurance
Managing customer accounts
Investment advisory support
Microsoft Excel
Trade execution in financial markets
Customer relationship building
Regulatory documents
Microsoft Outlook
Account maintenance
Financial transaction processing
Phone communication
Investment operations
Professional ethics
Greeting customers
Accurate transaction records management
Managing clients in a customer support role
Data integrity and documentation
Financial records management
Financial records review
Industry trends
Financial record maintenance
Customer engagement
Compliance documentation
Investment account customer support
Financial regulatory compliance
Data accuracy checks
Communication skills
Account opening
Entry level
Time management

Full Job Description

Customer Service Rep

Make a Positive Impact

Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.

An excellent Customer Service Rep must have strong communication skills, be service oriented and an active listener, as well as support-focused to advisors to ensure that clients' servicing needs are met and have a top-notch wealth management experience.

Job Responsibilities in Accordance with Our Corporate Values

Professionalism

Execute financial transactions efficiently and accurately*
Work with internal and external partners to problem solve*
Strong communication skills; phone, written and in-person
Serve as the first point of contact for customers with an eagerness to understand their needs
Knowledge of principles and processes for providing exceptional customer service

Accountability

Maintain financial or account records*
Accurately and efficiently enter stock and bond market trades*
Open and manage account processing and coding with accuracy
Support assigned advisors with all trading activities
The ability to work effectively in a team environment
Demonstrate integrity, resilience and ethical behavior

Initiative

Verify the accuracy of financial or transactional data*
Prepare documentation for contracts, transactions and regulatory compliance*
Have a proactive approach and follow through on outstanding items with minimal supervision
Provide follow-up and update clients and advisors on issues
Be a critical thinker who will trouble shoot problems and anticipate needs

Adaptability

Stay updated and informed on changing policies, procedures and industry trends*
Willingness to assist with all clerical office duties such as answering phones and preparing mailings
Open to all types of change and to considerable variety in the workplace

Key responsibilities of the role

What You Can Expect

Competitive pay and benefits package - with variable compensation program based on team performance
401(k) with generous employer match benefit
Helpful, qualified, and available leadership
A caring, stable work environment

Qualifications

Excellent communication skills; both written and verbal
Ability to multi-task
Organizational and time management skills
Strong desire to help people
Proficient in Microsoft Office - Excel, Word, Outlook

Additional Information

Being a First Stater....

Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference - Apply Now!

First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

Apply Now

Refine Your Search

finance operations occupations jobs in fredericktown, mo

Customer Service Rep

Compliance Analyst

Assistant Vice President (AVP) - Banking Operations (Back-Office)

Director – Financial Due Diligence (Quality of Earnings)

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