Client Service Specialist - Ankeny or Des Moines, IA at Lincoln Savings Bank

Ankeny, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

0.0

Posted On

24 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Banking, Client Relationship Management, Financial Product Knowledge, FINRA Compliance, SEC Compliance, Microsoft Office, Cross-selling, Lead Generation, Administrative Support, Portfolio Review, Communication Skills, Multi-tasking

Industry

Financial Services

Description

Job Responsibilities: The Client Service Specialist provides service to existing Wealth Management clients, as well as assists advisors with appointment preparation, and develops new business leads and cases from existing client base. Develops new leads for the existing financial advisors of the team through phone and email. Provides administrative assistance to the Wealth Management Financial Advisors. Fields calls from existing and prospective clients for basic inquiries regarding their accounts and products held with LSB Financial Wealth Management. Offers day-to-day service to clients and facilitates the completion of tasks necessary to administer their accounts such as; trades, simple distributions, simple contributions, etc. Answers client questions regarding their accounts. Successfully uncovers additional opportunities and cross-sells products to existing clients. Phone-based sales to help general leads for Financial Advisors. Helps advisors with appointment preparation including; reviewing notes from previous meetings, preparing client appointment agendas, preparing portfolio review and proposal reports, preparing product quotes and illustrations for advisors. Assists advisors with maintenance of customer data base and client management software as well as any necessary after appointment work. Works towards obtaining licensing, within a defined timeline, to create opportunity as a Financial Advisor. Complies with internal controls, operational procedures and risk management policies. Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence. Performs additional duties and responsibilities as assigned by management. Position may require occasional company-related travel; a valid driver’s license is required. Necessary Skills and Attributes: 1-3 years investment banking experience preferred In depth knowledge base of products and services as they relate to the investment business Multi-tasking ability and attention to detail Ability to obtain securities and be in good standing with FINRA and the SEC Effective written and verbal communication skills Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

Responsibilities

Provides administrative and service support to Wealth Management clients and financial advisors, including account administration and appointment preparation. Focuses on developing new business leads and cross-selling products to existing clients while working toward professional licensing.