Client Services Representative (Banking), Sr. jobs in Alabama

Client Services Representative (Banking), Sr. 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), Sr. 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), Sr. requires a high school diploma. Typically reports to a supervisor. The Client Services Representative (Banking), Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Client Services Representative (Banking), Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

S
Client Services Representative II
  • Savant Wealth Management
  • Birmingham, AL FULL_TIME
  • Job Summary

    As a member of the Client Services Team, the Client Services Representative II (CSR II) is responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems while maintaining a positive and client centric approach. A CSR II also has experience and ability to coordinate services for high-net worth families and foundations.


    Duties and Responsibilities

    The Client Services Representative II can expect to focus in the following areas:

    • Provides first line of client contact to high-net worth clients with complex AUM.
    • Proactively communicates with clients.
    • Troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed.
    • Supplement Advisors through effective communication with clients of Savant philosophy, planning and processing rudimentary investment comment as well as Savant’s unique position in several other areas.
    • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM.
    • Operate computer to perform a variety of tasks including populating and maintaining CRM Database information regarding clients and document client contacts.
    • Assemble materials for Review Meetings.
    • Often acts as liaison to outside custodians and third party vendors as well as other outside professionals such as accountants and attorneys as necessary.
    • Facilitate completion of all client applications and transfer documents.
    • Conduct client paperwork signing meetings with clients.
    • Proof read reports; Check documentation and electronic data for errors.
    • Prepare procedures for tasks and maintain procedure manual.
    • Collect and organize specialized reports for management.
    • Input advisor and appropriate non-advisor dictation.
    • Maintain team approach by assisting and filling in for others.
    • Perform other duties as requested.


    The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position

    Qualifications

    The Client Services Representative II position typically requires the following qualifications:

    • Associate degree from an accredited college or university; Bachelor degree preferred
    • 3-5 years proven success in an administrative support function in an investment environment
    • Must hold Financial Paraplanner Qualified Professional designation or other investment related designation
    • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, Internet
    • Must be organized and detail-oriented
    • Client first attitude
    • Strong communication skills
    • Team player, collaborative, able to work with and through others


    Any combination of equivalent education and work experience will be considered.

    Savant Capital LLC, is an Equal Opportunity Employer

  • 19 Days Ago

R
Client Services Representative
  • Rose International
  • Hoover, AL FULL_TIME
  • Only those lawfully authorized to work in the designated country associated with the position will be considered. Please note that all Position start dates and duration are estimates and may be reduce...
  • 24 Days Ago

L
Client Services Representative
  • LandrumHR
  • Mobile, AL FULL_TIME
  • A warehouse and logistics company based out of Mobile, AL is looking to bring in a hardworking and reliable Client Services Representative to join their team and help complete a variety of manual task...
  • 9 Days Ago

N
Client Services Representative
  • NVA
  • Daphne, AL FULL_TIME
  • Description & Requirements We are looking for a front desk warrior who feels comfortable communicating with clients about pet needs. You will be the first and last face the client sees when at the hos...
  • 16 Days Ago

V
Client Services Representative
  • Veterans Recovery Resources
  • Mobile, AL FULL_TIME
  • We are looking for a front desk professional for our Family Medicine Practice. Duties and responsibilities Responsibilities include: Greets visitors, ascertains purpose of visit, and directs them to a...
  • 1 Month Ago

A
Sr Retirement Service Consultant, Client Services - Retirement
  • Ascensus
  • Remote, AL FULL_TIME
  • Position Purpose : This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Client Services Consultant will demonstrate their thorough knowledge...
  • 1 Month Ago

D
Client Service Officer - Assistant Vice President
  • Deutsche Bank
  • Jacksonville, FL
  • Job Description: Job Title Client Service Officer Corporate Title Assistance Vice President Location Jacksonville, FL Ov...
  • 3/28/2024 12:00:00 AM

P
Client Relations Representative
  • Prominence Enterprise
  • Columbus, OH
  • At Prominence Enterprise, we value our partnered clients and share their vision of growth. Our success in creating these...
  • 3/28/2024 12:00:00 AM

R
Client Relations Representative
  • RSP Events
  • Philadelphia, PA
  • Job Description Job Description We are seeking an enthusiastic and dynamic individual to join our team as a Retail Marke...
  • 3/27/2024 12:00:00 AM

N
Client Relations Representative
  • North Inc
  • Saint Louis, MO
  • Job Description Job Description Client Relations Representative (Entry Level) North, Inc. values results and is committe...
  • 3/26/2024 12:00:00 AM

V
Client Relations Representative
  • VISTA CHICAGO INC
  • Franklin Park, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/26/2024 12:00:00 AM

N
Client Relations Representative
  • NSD NEWCO
  • Boca Raton, FL
  • Description Description: The Client Relations Representative position is responsible for investigating and resolving com...
  • 3/25/2024 12:00:00 AM

V
Client Relations Representative
  • VISTA CHICAGO INC
  • Oak Brook, IL
  • Job Description Job Description What sets Vista Chicago apart from other sales firms is that it focuses the majority of ...
  • 3/25/2024 12:00:00 AM

M
Client Relations Representative
  • Mid Atlantic Marketing
  • Fredericksburg, VA
  • Job Description Job Description We are seeking a Client Relations Representative to join our team! You will be responsib...
  • 3/25/2024 12:00:00 AM

Alabama (/ˌæləˈbæmə/) is a state in the southeastern region of the United States. It is bordered by Tennessee to the north, Georgia to the east, Florida and the Gulf of Mexico to the south, and Mississippi to the west. Alabama is the 30th largest by area and the 24th-most populous of the U.S. states. With a total of 1,500 miles (2,400 km) of inland waterways, Alabama has among the most of any state. Alabama is nicknamed the Yellowhammer State, after the state bird. Alabama is also known as the "Heart of Dixie" and the "Cotton State". The state tree is the longleaf pine, and the state flower is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Representative (Banking), Sr. jobs
$43,217 to $54,773

Client Services Representative (Banking), Sr. in Pittsburgh, PA
Some employers hired workers with only a high school education and one or two years of experience in banking or finance.
January 12, 2020
Client Services Representative (Banking), Sr. in Newark, NJ
The Client Service Representative role is meant for those looking to make a real impact and build a career in financial services.
January 17, 2020
Client Services Representative (Banking), Sr. in Tallahassee, FL
Knowledge of bank products and processes is preferred along with a strong client servicing background.  This is a fast-paced and challenging environment where strong analytical, organizational, and multi-tasking skills are necessary.
January 23, 2020