What are the responsibilities and job description for the Client Service Associate - Full-Time position at IncredibleBank?
JOB REQUIREMENTS: Client Service Associate - Full-Time (40 Hrs/Wk)
Location: 327 North 17th Avenue, Wausau, WI, 54401, United States
Employee Type: FT Regular Non-Exempt Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). ICE illustrates the core values
that drive everything we do - how we conduct business, how we treat each
other, and how we continuously strive to build on our model of
customer-focused banking. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? About the Role We
are eager to discuss the prospect of you joining our team as our next
incredible team member! This position allows you to partner with other
team members and key stakeholders to provide Incredible Customer
Experiences of your own! Duties and responsibilities may include: Assist
Financial Advisors as the primary liaison for wealth management client
onboarding and Ameriprise online/mobile functionality; support account
setup, trade execution, fund processing, and client service requests
while ensuring all required forms are accurately completed and compliant
with regulatory standards. Work directly with clients to execute and
document action items, and maintain updated, compliant forms including
business, insurance, and annuity applications, and Beneficiary/POA
documentation in accordance with broker-dealer requirements. Assist with
marketing efforts by coordinating requests between IncredibleWealth and
Ameriprise Financial Marketing Departments for materials such as
brochures, market letters, statement stuffers, advertising, and sales
literature to ensure broker-dealer compliance and maintain the practice
website. Coordinate client events such as appreciation gatherings and
educational seminars; prepare and send administrative notes or letters
on personal letterhead and manage client appreciation activities.
Provides technology support for broker-dealer websites and applications
on behalf of Financial Advisors across all vendor operating systems;
collaborate with bank\'s IT Department and Ameriprise Systems team to
troubleshoot technical issues and ensure seamless functionality of the
Client Secure Portal (CSP). Manage database updates for new clients and
referrals, including revisions and corrections for accounts transferred
between Financial Advisors; facilitates and support all client
communications related to account transfers. Provide guidance and
recommendations to Financial Advisors on effectively leveraging key
social media tools (MOD, Go Social, Advisor website, etc.) to enhance
engagement and drive practice growth. Pull and compile reports from
Thomson ONE and the Client Secure Portal (CSP); prepare and deliver
monthly reporting IncredibleWealth leadership and Ameriprise; run all
automated rebalancing and audit reports to verify data accuracy and
support streamlined processes. Coordinates Secure Online Website/Client
Portal webinars for current and prospective clients; serve as the main
technology contact during onboarding to ensure a smooth setup and user
experience. Assist Financial Advisors by collecting client data and
accurately enter into financial planning software. Train new Advisors
and support staff on Ameriprise systems and functionality; partner with
Advisors to educate and guide IncredibleBan sales teams on effective
cross-selling strategies to drive portfolio growth for IncredibleBank
and IncredibleWealth. This is a regular full-time hourly non-exempt
position, averaging approximately 40 hours/week. Schedule may vary
between the hours of 8:00 am to 5:30 pm CST Monday through Friday. This
position will work on-site at our IncredibleBank branch location on 17th
Avenue in Wausau, WI. About You You do what is right over what is easy.
You don\'t settle for good enough. You\'re driven to learn and grow. You
recognize your impact on the customer experience, regardless of your
role. Those attributes are just a few things our incredible employees
have in common. And, if you are looking for an opportunity to join a
dynamic team, we\'d be so excited to learn a little more about you and
your interest in joining the team! Our recommended and preferred
qualifications are: Bachelor\'s degree in Finance, Business, or
Accounting preferred and 3 years equivalent combination of education or
Experience. Previous Financial Sales Experience Or Exposure Preferred.
Previous experience and working knowledge with broker dealer -
Ameriprise Financial, preferred. Demonstrates confidence, perseverance,
and a strong drive to achieve results. Exceptional verbal, written, and
active listening communication skills. Proven ability to deliver
superior customer service and build lasting client relationships.
Advanced organizational, planning, and prioritization skills to manage
Multiple Tasks Efficiently. About Our Benefits And Compensation Our
promise of ICE extends to our employees as well. Our employees are our
greatest asset, and we strive to show our appreciation by offering
top-tier benefits and, dare we say, more than competitive compensation
that we\'re willing to discuss up front. And we are constantly
evaluating and improving our benefits. In fact, eligible employees
receive over 30 days off per calendar year! That includes 18 days of PTO
to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness
Holiday, and 12 observed Bank Holidays. Check out our total rewards
package at: https://incrediblebank.mybenefitsapp.com/ About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
IncredibleBank is an Equal Opportunity Employer. We will consider
applicants for our positions without regard to any category protected by
applicable federal, state, or local law, including but not limited to:
race, color, religion, sex, gender identity, sexual orientation,
pregnancy, age, national origin, physical or mental disability, military
or veteran status, genetic information, or any other protected
classification. PI283687652 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: https://www.click2apply.net/2jbQENIeWKVo2uYpeFdogd
Location: 327 North 17th Avenue, Wausau, WI, 54401, United States
Employee Type: FT Regular Non-Exempt Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). ICE illustrates the core values
that drive everything we do - how we conduct business, how we treat each
other, and how we continuously strive to build on our model of
customer-focused banking. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? About the Role We
are eager to discuss the prospect of you joining our team as our next
incredible team member! This position allows you to partner with other
team members and key stakeholders to provide Incredible Customer
Experiences of your own! Duties and responsibilities may include: Assist
Financial Advisors as the primary liaison for wealth management client
onboarding and Ameriprise online/mobile functionality; support account
setup, trade execution, fund processing, and client service requests
while ensuring all required forms are accurately completed and compliant
with regulatory standards. Work directly with clients to execute and
document action items, and maintain updated, compliant forms including
business, insurance, and annuity applications, and Beneficiary/POA
documentation in accordance with broker-dealer requirements. Assist with
marketing efforts by coordinating requests between IncredibleWealth and
Ameriprise Financial Marketing Departments for materials such as
brochures, market letters, statement stuffers, advertising, and sales
literature to ensure broker-dealer compliance and maintain the practice
website. Coordinate client events such as appreciation gatherings and
educational seminars; prepare and send administrative notes or letters
on personal letterhead and manage client appreciation activities.
Provides technology support for broker-dealer websites and applications
on behalf of Financial Advisors across all vendor operating systems;
collaborate with bank\'s IT Department and Ameriprise Systems team to
troubleshoot technical issues and ensure seamless functionality of the
Client Secure Portal (CSP). Manage database updates for new clients and
referrals, including revisions and corrections for accounts transferred
between Financial Advisors; facilitates and support all client
communications related to account transfers. Provide guidance and
recommendations to Financial Advisors on effectively leveraging key
social media tools (MOD, Go Social, Advisor website, etc.) to enhance
engagement and drive practice growth. Pull and compile reports from
Thomson ONE and the Client Secure Portal (CSP); prepare and deliver
monthly reporting IncredibleWealth leadership and Ameriprise; run all
automated rebalancing and audit reports to verify data accuracy and
support streamlined processes. Coordinates Secure Online Website/Client
Portal webinars for current and prospective clients; serve as the main
technology contact during onboarding to ensure a smooth setup and user
experience. Assist Financial Advisors by collecting client data and
accurately enter into financial planning software. Train new Advisors
and support staff on Ameriprise systems and functionality; partner with
Advisors to educate and guide IncredibleBan sales teams on effective
cross-selling strategies to drive portfolio growth for IncredibleBank
and IncredibleWealth. This is a regular full-time hourly non-exempt
position, averaging approximately 40 hours/week. Schedule may vary
between the hours of 8:00 am to 5:30 pm CST Monday through Friday. This
position will work on-site at our IncredibleBank branch location on 17th
Avenue in Wausau, WI. About You You do what is right over what is easy.
You don\'t settle for good enough. You\'re driven to learn and grow. You
recognize your impact on the customer experience, regardless of your
role. Those attributes are just a few things our incredible employees
have in common. And, if you are looking for an opportunity to join a
dynamic team, we\'d be so excited to learn a little more about you and
your interest in joining the team! Our recommended and preferred
qualifications are: Bachelor\'s degree in Finance, Business, or
Accounting preferred and 3 years equivalent combination of education or
Experience. Previous Financial Sales Experience Or Exposure Preferred.
Previous experience and working knowledge with broker dealer -
Ameriprise Financial, preferred. Demonstrates confidence, perseverance,
and a strong drive to achieve results. Exceptional verbal, written, and
active listening communication skills. Proven ability to deliver
superior customer service and build lasting client relationships.
Advanced organizational, planning, and prioritization skills to manage
Multiple Tasks Efficiently. About Our Benefits And Compensation Our
promise of ICE extends to our employees as well. Our employees are our
greatest asset, and we strive to show our appreciation by offering
top-tier benefits and, dare we say, more than competitive compensation
that we\'re willing to discuss up front. And we are constantly
evaluating and improving our benefits. In fact, eligible employees
receive over 30 days off per calendar year! That includes 18 days of PTO
to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness
Holiday, and 12 observed Bank Holidays. Check out our total rewards
package at: https://incrediblebank.mybenefitsapp.com/ About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
IncredibleBank is an Equal Opportunity Employer. We will consider
applicants for our positions without regard to any category protected by
applicable federal, state, or local law, including but not limited to:
race, color, religion, sex, gender identity, sexual orientation,
pregnancy, age, national origin, physical or mental disability, military
or veteran status, genetic information, or any other protected
classification. PI283687652 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: https://www.click2apply.net/2jbQENIeWKVo2uYpeFdogd