Client Services Representative (Banking) acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Client Services Representative (Banking) processes basic branch service transactions and refers customers to the right resource to facilitate other banking requests. Provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Additionally, Client Services Representative (Banking) requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Client Services Representative (Banking) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Client Services Representative-Paraplanner Role :
Cultivate enduring connections with current clients.
Manage documentation for new account setups.
Execute transactions such as distributions, Roth conversions, and other financial activities.
Address and resolve client inquiries promptly.
Coordinate and schedule meetings with clients.
Aid clients in accessing websites, password resets, and related tasks.
Prepare for and conduct follow-ups after client meetings.
Ensure adherence to compliance requirements.
Provide support for administrative and marketing responsibilities.
Potential for progression to a financial advisor role.
Client Services Representative-Paraplanner Background Profile :
Bachelor’s Degree is preferred
Preferred active licenses : 7, 63, and 65, or Series 7 and 66
Ideal Texas Insurance License
3 years of experience in financial services retail financial services, not institutional financial services
Strong understanding of investments, pensions and taxation
Excellent written and verbal communication skills and strong interpersonal skills
Desire to help others with their financial health
Ability to prioritize tasks
Detail oriented and deadline driven
Demonstrated client service orientation
Positive and outgoing personality
Familiarity with NFS, Redtail, and Emoney considered advantageous