Client Service Associate

This position provides accurate and effective administrative/clerical support to the Bell Investments Department of Bell Bank.

 

Primary Duties:

• Provide administrative and clerical support to the Investment team.
• Serve as active member of receptionist team with specific designated receptionist duties.
• Prepare client/prospect letters, correspondence, memos, etc.
• Transcribe client meeting notes.
• Attend department meetings and take minutes.
• Track client contact and pull reports as requested.
• Be central point for status reports.
• Coordinate client mailings.
• Assist team with prospective client actions and projects.
• Keep proposal files updated and accurate.
• Complete proposal requests.
• Assist in documenting and coordinating paperwork related to commencing new business.
• Track prospecting calls and sales.
• Assist team with current clients.
• Maintain up-to-date client information.
• Keep schedule of minimum criteria for accounts to notify team of which clients/relationships require meetings/contacts monthly or quarterly, etc.
• Complete client packet requests.
• Communicate professionally, effectively and accurately with internal and external clients.
• As one member of our active receptionist team, answer incoming calls in a professional manner.
• Greet visitors coming into Bell Bank offices in a professional manner.
• Open accounts and prepare and maintain paperwork.
• Know by name and face as many customers and employees as possible, calling them by name as often as possible.
• Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
• Know, understand, and live the company values and bottom line.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
• All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
• Prompt and reliable attendance.
• Perform other duties as assigned.

Job Skills Required:

• Technical school degree/certificate (in an administrative/clerical-related field) with two to five years of work experience, or equivalent related work experience preferred.
• Foundational working knowledge of current administration practices, relationships and matters.
• Basic knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint).
• Ability to communicate effectively with others in a constantly changing work environment.
• Above-average written and communication skills.
• Ability to deal with multiple tasks and deadlines.
• Effective time management and organizational skills.