Customer Service Rep

Customer Service Rep

Make a Positive Impact

Are you ready to launch your career in the world of investing and wealth management? First State Financial Management is looking for dynamic, highly organized and detail-oriented individual for a Customer Service Rep to serve as the first point of contact for our wealth management clients and advisors.

An excellent Customer Service Rep must have strong communication skills, be service oriented and an active listener, as well as support-focused to advisors to ensure that clients' servicing needs are met and have a top-notch wealth management experience.

Job Responsibilities in Accordance with Our Corporate Values

Professionalism

• Execute financial transactions efficiently and accurately*
• Work with internal and external partners to problem solve*
• Strong communication skills; phone, written and in-person
• Serve as the first point of contact for customers with an eagerness to understand their needs
• Knowledge of principles and processes for providing exceptional customer service

Accountability

• Maintain financial or account records*
• Accurately and efficiently enter stock and bond market trades*
• Open and manage account processing and coding with accuracy
• Support assigned advisors with all trading activities
• The ability to work effectively in a team environment
• Demonstrate integrity, resilience and ethical behavior

Initiative

• Verify the accuracy of financial or transactional data*
• Prepare documentation for contracts, transactions and regulatory compliance*
• Have a proactive approach and follow through on outstanding items with minimal supervision
• Provide follow-up and update clients and advisors on issues
• Be a critical thinker who will trouble shoot problems and anticipate needs

Adaptability

• Stay updated and informed on changing policies, procedures and industry trends*
• Willingness to assist with all clerical office duties such as answering phones and preparing mailings
• Open to all types of change and to considerable variety in the workplace

*Key responsibilities of the role

What You Can Expect

• Competitive pay and benefits package - with variable compensation program based on team performance
• 401(k) with generous employer match benefit
• Helpful, qualified, and available leadership
• A caring, stable work environment

Qualifications

• Excellent communication skills; both written and verbal
• Ability to multi-task
• Organizational and time management skills
• Strong desire to help people
• Proficient in Microsoft Office - Excel, Word, Outlook

Additional Information

Being a First Stater....

Being a First Stater means that you roll up your sleeves and dig in. It means you work hard and do your best. It means that you enjoy learning new skills and are always eager to improve. It means you help the team by being a great teammate. It means you're passionate about making a difference in the lives of our customers and our communities. It means you consistently find new ways to improve our organization.

Do you have what it takes to be a First Stater?

Make a Difference - Apply Now!

First State Bancshares, Inc, is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.