Client Services Coordinator, BSB Trust and Wealth Management

• Schedule client meetings while managing calendars for various Wealth Advisors
• Proactively manage a high volume of outgoing calls
• Strive for a high success rate of connecting clients with advisor appointments
• Communicate with clients through various channels
• Promote Wealth Advisor services as solutions to client needs
• Screen feedback and requests from clients and communicate within the department to provide solutions
• Build and maintain close relationships with clients
• Review risk tolerance, beneficiaries, and client goals through phone meetings
• Attend client meetings to serve as a reference point for any administration questions

Qualities to Succeed in this Role

• The successful candidate enjoys working both independently (a self-starter) and collaboratively while exhibiting solid organizational skills, flexibility, time management, and attention to detail while working in a goal – orientated environment.
• The ideal candidate will be dependable, respectful, and consistently work to uphold company ethics and standards.

Education and Experience

• Prior administrative and client services experience within a professional organization using phones and computers as the primary job tools.

Full time hours. Monday-Friday 8:00 AM -5:00 PM.

Benefits

BSB offers a competitive starting wage, with pay starting commensurate with previous experience and salary history. We value work-life balance and offer robust paid time off benefits that include paid vacation, sick, personal time, volunteer, and maternity to name a few. We also value longevity with our employees and offer a retirement plan that allows for employees to participate in planning for a secure financial future in retirement.

• Competitive wages plus excellent benefits
• Retirement Plan
• Health/dental/vision insurance
• Company-paid life insurance
• Professional Development

Bennington State Bank was founded on the principles of integrity, trust, and fostering long-term customer relationships. BSB is a full-service financial provider including Trust and Wealth Management, Portfolio Management, and Employee Benefit Services. BSB is made up of employee owners with the Employee Stock Ownership Program owning more than 10% of the Bank. BSB has locations in Bennington, Minneapolis, Salina, Sylvan Grove, Lucas, Wamego, Wichita, Abilene, Topeka, Hartford, Burlingame, Eskridge, and Osage City.

Interested applicants please send resumes to:

careers@bsbks.com
The Bennington State Bank
2130 S. Ohio, Salina, KS 67401