41 Client Service Associate (Investor Services) - Wichita, KS Jobs in Wichita, KS
Emprise Bank is Hiring a Client Service Associate (Investor Services) - Wichita, KS Near Wichita, KS
We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships.
A successful candidate will have:
- Excellent organizational and time-management skills
- Excellent communication skills both written & oral
- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment
- Must have excellent judgment, be an independent thinker and resourceful
- Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Be a team player with a positive attitude
- Display the highest degree of integrity, professionalism, diplomacy, and discretion
- Ability to handle highly sensitive, confidential, and non-routine information
Client Communication
- Serve as the first point of contact for client inquiries via phone, email, and in-person visits
- Ensure all client interactions are handled with high professionalism and in a timely manner
- Assist in the preparation of client meetings, including scheduling appointments, preparing meeting materials, and maintaining client records in all systems
- Responsible for recording, updating, and managing all details related to internal and external client referrals
- Process account openings, transfers, and updates
- Execute client requests accurately and efficiently
- Assist in the gathering of client financial information
- Ensure all client documentation is complete and in compliance with regulatory standards
- Assist with the maintenance of client files and records
- Work closely with the broader Wealth team members and bank to ensure seamless service delivery
- Participate in team meetings and contribute to process improvement initiatives
Requirements
- 3 years of experience in a client service or administrative role within the financial services industry
- Bachelor's degree in Finance, Business Administration, or related field preferred
- Strong verbal and written communication skills
- Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Monday - Friday: 8:00 AM - 5:00 PM
Benefits
In addition to a competitive salary and benefits, Emprise offers professional growth, a rewarding and challenging environment, opportunities to be involved in our communities, and a culture of integrity, passion, and success. We also offer shift differential pay for bilingual candidates!
At Emprise Bank, empowering people to thrive means having an all-inclusive culture that honors our commitment to all dimensions of diversity in our workforce and embraces inclusion of all people. People of color, women, LGBTQIA , veterans, and persons with disabilities are encouraged to apply.
To learn more, please visit our website at www.emprisebank.com.
Emprise Bank is an EEO/AA/ADA/Veteran Employer/Member FDIC/Drug Free Workplace.
Emprise Bank participates in E-Verify and will provide your Form-I 9 to the federal government to confirm authorization to work in the United States.
Job Summary
Full Time
$51k-66k (estimate)
07/01/2024
07/14/2024
emprisebank.com
DERBY, KS
500 - 1,000
1910
NEIL DICKSON
$50M - $200M
Banking
Related Companies
About Emprise Bank
The history of Emprise Bank began in 1910 with the formation of Stockyards National Bank. By setting a higher standard of service for Wichitas banking customers, the Bank was destined for success from its very first transaction. In 1965, the Michaelis family acquired Stockyards National Bank, which changed its name to United American Bank & Trust in the early 1970s. Over the next 25 years, the Michaelis family acquired banks and opened locations in communities across Kansas including Council Grove, Eureka, Hays, Hillsboro, Iola, Moran, Potwin, and Toronto. They also acquired the National Bank ...of Wichita and Wichita State Bank. In 1989, the three Wichita banks merged under the name of Emprise Bank. In the early 1990s, Emprise expanded into the Lawrence community. Later that decade, Emprise acquired Wichita Federal Savings & Loan, which increased the Wichita banks market share and doubled its asset size. But Emprise wasnt done growing yet; there were still more people in more places needing to be served. The early 2000s brought continued growth for Emprise with additional locations in Chanute, El Dorado, Humboldt, and Lawrence. In addition, the community banks were all merged under one Emprise Bank charter. Combining the charters created one bank and one way to do business. Then, in November 2006, Emprise Bank acquired Prairie State Bank, adding eleven branches to the Emprise network and increasing the number of employees to nearly 500. Through the merger, Emprise Bank reached $1 billion in total assets. Today, the Emprise Bank system includes over 40 locations in more than 20 communities across the state. With a commitment to community growth and a dynamic leadership team, Emprise Bank will continue to be the premier community bank where customer relationships still have value.
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