Client Specialist I

at  Simmons Bank

IT’S FUN TO WORK IN A COMPANY WHERE PEOPLE TRULY BELIEVE IN WHAT THEY’RE DOING!

We’re committed to bringing passion and customer focus to the business.
Position Summary
The Client Specialist I plays an integral part in supporting assigned Wealth Advisor(s) with delivering quality client service to the Wealth Advisors’ clients. This role is eligible for support in preparing for licensing exams required to advance in their career path within Simmons Investment Services. Advancement is dependent upon completing milestones, performance metrics, and securities licensing. This role also utilizes technology from Simmons’ third-party broker dealer and product wholesalers to service Wealth Advisors’ clients. This position is eligible for a base salary and performance-based commission.
Essential Duties and Responsibilities

Administrative:

• Manages Advisor(s) calendar of events and client meetings.
• Orders and manages office supplies.
• May submit assigned Advisor(s) expense reports.

LANGUAGE SKILLS

• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

EDUCATION AND/OR EXPERIENCE

• HS Diploma/GED required.
• Two years of banking or financial industry experience preferred.

COMPUTER SKILLS

• Proficiency in Microsoft Office Programs.

OTHER QUALIFICATIONS

• Basic knowledge of financial products preferred.

OTHER SKILLS

• Build and foster collaborative relationships.
• Professional verbal and written communication skills.
• Advocate, escalate, and follow-up on behalf of Advisors and Clients to resolve complex issues.
• Time management and organizational skills, able to manage multiple priorities.
• Strong analytical and problem-solving skills.
• Protects client information and documents according to compliance laws, regulations, policies, and procedures.
• Reviews all documents and processes for accuracy, completeness, and are compliant with regulations and policies.
  Please note this job description is not designed to cover or contain a comprehensive listing of all responsibilities that are required of the employee for this job. Activities, duties, and responsibilities may change at any time with or without notice.
  Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person’s race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements list below are representative of the knowledge, skill, and/or ability required.