Client Service Associate II
Client Service Associate II
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1 Vacancy
Job Description
Build Your Future Here:
Thinking of changing jobs or starting your career at a growing company with an award-winning culture Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank we will work together to help you achieve your career goals just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio West Virginia Kentucky Virginia Washington D.C. and also have Specialty Finance offices in Minnesota Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 donating over $7 million to local organizations since its inception.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
- American Banker Best Banks to Work For inand 2023
- Top Workplaces USA national award inand 2024
- Newsweeks Americas Best Banks 2023 and 2024
- Newsweeks Americas Greatest Workplaces 2024 and 2025
- U.S. News & World Reports Best Companies to Work For in Banking and in the Midwest 2024-2025
At Peoples Bank we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associates life. Thats why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match employee stock purchase plan various education assistance programs such as student loan and tuition paydown/reimbursement paid vacation and holidays and much more. For full details of our benefits offerings please visit: associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives will be fundamental in your contributing to the teams success as well as the organization.
Job Purpose:
This position will provide administrative support for Financial Advisors. Will assist with client onboarding prospecting reporting data correspondence research and marketing activities.
Job Duties:
- Will be the base level administrative team support for multiple Financial Advisors.
- Responsible for researching Broker Dealer processes and developing procedures.
- Responsible for linking client accounts for the nature of relationships mutual fund breakpoints and annuities.
- Will review fee reports with Financial Advisors and provide resolution to client account fee issues.
- Manage routine client requests such as money movement transfers updating client information and resolving any issues.
- Collect and review paperwork for new accounts account updates and routine account maintenance as directed by the Financial Advisors.
- Coordinate routine and special mailings for the Financial Advisors such as birthday cards holiday cards account reviews and client notifications.
- Assist with phone coverage for the Financial Advisors.
- Document client related interaction in Contact Management System.
- Assist with planning and conducting seminars as needed.
- Act as a resource person for Contact Management System Raymond James Salesforce and similar systems related to Trust & Investment sales.
- Support assistant team by attending bi-monthly meetings testing new technology providing back up coverage and mergers and acquisitions support when needed.
- Will perform special projects as assigned.
Education Experience and Job Skills:
- High School Diploma/GED required.
- Knowledge of Word Excel PowerPoint software and experience at adapting those to particular sales needs is required.
- Must consistently produce work with a very high degree of accuracy.
- Flexible in changing priorities and working on multiple projects at once.
- Ability to prioritize work in a multi-task environment is essential.
- Resourceful in finding information and solutions and able to think ahead to next steps.
- Must possess strong interpersonal and communication skills especially over the telephone.
- Must be able to maintain positive experience for clients and associates regardless of workload.
- Self-motivated individual with effective office Administration skills.
Basis Qualifications:
- High School Diploma/GED required.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contact to ask for an accommodation alternative application process or other inquiries.
Required Experience:
IC
Employment Type
Full-Time
