What are the responsibilities and job description for the Associate Wealth Advisor position at CBI Bank & Trust?
Description
The Associate Wealth Advisor will assist the Investment Team in providing high-quality customer service to existing client base. To include; fielding in-coming phone calls, making out-bound phone calls, handling client service needs, placing trades and conducting routine client reviews.
Essential Duties
In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.
We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.
The Associate Wealth Advisor will assist the Investment Team in providing high-quality customer service to existing client base. To include; fielding in-coming phone calls, making out-bound phone calls, handling client service needs, placing trades and conducting routine client reviews.
Essential Duties
- Fielding all incoming/outgoing client inquiries
- Provides high quality customer service to client base
- Schedules appointments/manages own calendar
- Proactively communicates with clients
- Completes client paperwork and assists with processing
- Tracks clients transfers/transactions to completion
- Place trades as directed
- Assist with less complex investment referrals and client reviews
- Assist with the success of client events
- Assist with the retention of client base
- Mines for additional assets from existing client base
- Adheres to all company and industry supervisory guidelines and policies
- Participates in required meetings, training, and continuing education requirements
- Track sales on appropriate tracking sheets
- Bachelor’s degree from a four year college or university; or two or more years of related experience and/or training; or the equivalent combination of education and experience is preferred. Work related experience should consist of a background in investment sales and operations with strong customer service skills. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be applicable to the financial industry.
- Series 7 and 65 securities license (or equivalent) and life/health insurance licenses preferred.
- Strong computer skills
- Strong understanding of IRA’s
- Proficient math skills
- Strong oral, written and interpersonal communication skills
- Ability to deal with complex problems
- Ability to work with limited supervision while performing duties
- Conflict resolution skills
- Excellent organizational and time management skills; ability to handle high work volume and adapt to changing situations with ease.
- Current driver’s license
In addition to competitive compensation, we offer a rewarding incentive program and a comprehensive benefits package. Benefits include Paid Time Off (PTO), a 401(k)-retirement savings plan, an Employee Assistance Program (EAP), and ongoing training and development opportunities. Full-time and part-time associates are eligible for a wide range of benefits, including medical, dental, vision, and more.
We are an Equal Opportunity Employer committed to fostering an inclusive workplace. We do not discriminate against applicants or employees on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 or older), disability, veteran or military status, genetic information, or any other characteristic protected by applicable federal, state, or local law.