Wealth Management Client Service Associate

First Savings Financial Group, Inc. is the holding company for First Savings Bank. First Savings Bank has sixteen offices in the Indiana communities of Clarksville, Jeffersonville, Sellersburg, New Albany, Georgetown, Corydon, Lanesville, English, Leavenworth, Marengo, Montgomery, Odon and Salem. Our mission is to create a higher quality of life for our customers, our employees, our community and our shareholders. We are committed to building customer relationships, conducting business with integrity, providing the best customer service and we count on our employees to deliver that outstanding service. We encourage an environment that supports teamwork, collaboration and cooperation. Career opportunities are available to individuals who want to be a part of our continued success and we value a diverse workforce. We also provide an excellent benefit package.

Equal Opportunity Employer Minorities, Women, Disabilities, Veterans

Description

Responsible for providing support to Wealth Advisors, including the processing of account information, changes and applicable servicing. May also meet and provide clients with information regarding financial planning products while applying creative suggestions that result in meeting the financial goals of the customer.

Specific Job Functions:

• Provides client and advisor support to a team of Wealth Advisors.
• Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for most requests from Advisor(s) and clients, playing a key role in interfacing with clients.
• Will support workload management, and triage and delegate client and advisor operational requests.
• Triage and delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance.
• Work closely with Wealth Advisors to ensure client and advisor requests are fulfilled in a timely manner
• Identify at-risk relationships and notifies the appropriate Wealth Advisor.
• Maintain a positive working relationships with various internal departments and individuals who are designated to support Wealth Management efforts and be an effective advocate for clients with other teams.
• Enter and maintain appropriate client records; monitor client transactions and client data for accuracy and timeliness; maintain appropriate documentation of client transactions.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client presentation and marketing materials.
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
• Continually render extraordinarily responsive and personal service to clients.
• Responsible for being compliant with all regulations and compliance requirements pertaining to job function.
• Carries out other duties as may be assigned or requested.

Requirements

• Life and Health Insurance License required.
• Must be able to obtain 7 and 65 licenses within 6 months of hire.
• 2 years relevant experience required.
• Bachelor’s degree in related field preferred.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
• Demonstrate strong all around product knowledge, deposits, loan products, wealth management, treasury services, operating systems unique to line of business.
• Demonstrate strong knowledge of banking systems including bank policy and procedures.
• Strong problem-solving skills and be able to contribute to a positive team environment that fosters cooperation, trust and group identity.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette skills.
• Ability to travel within 2 hours of the office and occasionally overnight.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Wealth management: 2 years (Required)

License/Certification:

• Life and Health Insurance License (Required)

Work Location: In person