Client service associate

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

Responsibilities

• 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.

Bell Bank Culture, Policy and Accountability Standards

• Know and live Bell Bank’s values, bottom line, customer service standards, Golden Rules, and LOCBUTN by building personal connections with customers and employees and using their names as often as possible.
• Conduct activities consistent with established Bell Bank policies, procedures and systems, the Code of Conduct, 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.

Education, Experience, and Other Expectations

• Associate’s Degree in Business, Finance, Communication, or a related field preferred; equivalent combination of education and relevant experience will be considered.
• 2-4 years of relevant experience.

Knowledge, Skills, and Abilities

• 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.