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Sr Client Service Associate

Company: FirstBank
Location: Chesterfield
Posted on: March 17, 2023

Job Description:

Position Details

Sr Client Service Associate

Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department.

First Bank offers a hybrid work schedule for this role which includes two days a week in the office at our Four Seasons office (Creve Coeur) and three days a week working from home.

What You Will Be Doing

  • Act as liaison between the Financial Advisor, back office and clients. The level of support is dictated by whether the incumbent is FINRA licensed.
  • Provide clerical/administrative support including the mailing of approved correspondence, photocopying, answering phones.
  • Establish and maintain thorough files and notes.
  • Follow up promptly on client service request for withdrawals, changes, and other needs.
  • Conduct outbound and incoming calls to schedule Financial Advisor appointments.
  • Coordinate referral activities with branch employees, as well as Financial Advisors marketing initiatives.
    What Do You Need for this Position?

    • Associate degree or equivalent in Business or Finance from two-year college preferred.
    • A minimum of two years clerical/administrative experience and/or equivalent combination of education and experience.
    • A minimum of one year of sales and/or customer service experience in a banking or brokerage firm preferred.
    • FINRA licensing desired (S7/S63/Life/Health) or obtain licenses at future date.
    • Detail-oriented, highly organized, and proactive.
    • Strong verbal communication skills with a customer service focus.
    • Ability to multi task and adapt to situations quickly.
    • Responds to requests and inquires in a timely manner.
    • Proficient use of Microsoft Office including Word, Excel, PowerPoint, and Outlook.
      About Us

      Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.


      At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

      First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

      Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

      Additional Details


Keywords: FirstBank, Chesterfield , Sr Client Service Associate, Other , Chesterfield, Missouri

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