Client Associate

  • location: Waterloo, IL
  • type: Contract
  • salary: $18 per hour
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job description

Client Associate

job summary:
CLIENT ASSOCIATE





- Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities

- Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues.

- Uses basic product knowledge to participate in cross-sale activities. Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support

- Researches and resolves routine operational issues related to simple to moderately complex accounts. May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts

- Incumbent may support up to 4 bankers

- 1+ years administrative or sales support experience





 
location: Waterloo, Illinois
job type: Contract
work hours: 8 to 5
education: Associate's degree
experience: 1 Years
 
responsibilities:
Job Duties:





- Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisers with account administration, supporting multiple people and balancing multiple priorities

- Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues.

- Uses basic product knowledge to participate in cross-sale activities. Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support

- Researches and resolves routine operational issues related to simple to moderately complex accounts. May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts

- Incumbent may support up to 4 bankers

- 1+ years administrative or sales support experience





 
qualifications:
Qualifications:

- 1+ years' administrative or client support experience

- Proficiency with MS Word, Excel and Outlook

- Strong attention to detail

- Must follow directions

- Be able to multi-task

- Strong customer interaction

 
skills: Banking Operations
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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