Customer Service Rep

Customer Service Rep Make a Positive Impact Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.

An excellent Customer Service Rep must have strong communication skills, be service oriented and an active listener, as well as support-focused to advisors to ensure that clients' servicing needs are met and have a top-notch wealth management experience.

Job Responsibilities in Accordance with Our Corporate Values Professionalism Execute  financial transactions efficiently and accurately
* Work with internal and external partners to problem solve
* Strong communication skills; phone, written and in-person

Serve as the first point of contact for customers with an eagerness to understand their needs

Knowledge of principles and processes for providing exceptional customer service

Accountability

Maintain financial or account records
* Accurately and efficiently enter stock and bond market trades
* Open and manage account processing and coding with accuracy

Support assigned advisors with all trading activities

The ability to work effectively in a team environment

Demonstrate integrity, resilience and ethical behavior

Initiative

Verify the accuracy of financial or transactional data
* Prepare documentation for contracts, transactions and regulatory compliance
* Have a proactive approach and follow through on outstanding items with minimal supervision

Provide follow-up and update clients and advisors on issues

Be a critical thinker who will trouble shoot problems and anticipate needs

Adaptability

Stay updated and informed on changing policies, procedures and industry trends
* Willingness to assist with all clerical office duties such as answering phones and preparing mailings

Open to all types of change and to considerable variety in the workplace

Key responsibilities of the role

What You Can Expect Competitive pay and benefits package - with variable compensation program based on team performance
401(k) with generous employer match benefit

Helpful, qualified, and available leadershipA caring, stable work environment

Qualifications

Excellent communication skills; both written and verbal

Ability to multi-task Organizational and time management skills

Strong desire to help people

Proficient in Microsoft Office
- Excel, Word, Outlook Additional Information Being a First Stater....Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities.

It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference
- Apply Now!

First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.
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