Client Services Associate

Client Services Associate

First Federal Bank of Louisiana is currently seeking a Client Services Associate with First Federal Investments. The position is located at the Nelson Branch located in South Lake Charles, LA.

First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that's what our team strives to do in the communities we serve each and every day.

Position Summary

Provides assistance and support to financial advisors regarding administrative tasks, client relationship management, and operations while also acting as receptionist for the branch.

Essential Duties & Responsibilities Include, But Are Not Limited To, The Following:

• Serves as the first point of contact for clients via phone, email and in person.
• Addresses general client inquires related to account maintenance, statements, and online access.
• Ensures timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.
• Maintains confidentiality regarding client information and adheres to compliance guidelines.
• Manages calendars, appointments, and client review meetings for financial advisors.
• Prepares, proofreads, and distributes reports, presentations and correspondence.
• Maintains and updates client records in the firm's CRM system to ensure data accuracy.
• Handles incoming and outgoing mail, including scanning and filing important documents.
• Orders office supplies and assists with office upkeep.
• Processes new account paperwork and ensures completeness and compliance.
• Assists in maintaining compliance records and ensures adherence to FINRA, SEC and firm policies.
• Monitors client account accuracy and resolves administrative issues.
• Coordinates with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
• Assists in organizing client appreciation events, webinars, and educational seminars.
• Assists in managing social media updates, newsletters, and other client communication initiatives.
• Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.

Minimum Qualifications

• Associate's degree (A.A.) or equivalent from a two-year college, business or technical school OR a minimum of two (2) years of financial advisement related experience and/or training.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a short, overview summary of the knowledge, skills, and/or abilities required. The full job description is attached to this job posting in pdf format. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Duties & Responsibilities

This job summary is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer

The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.

Monday - Friday, 8 AM - 5 PM.