Customer Service Rep

Customer Service RepMake a Positive ImpactAre 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 ValuesProfessionalismExecute financial transactions efficiently and accurately*Work with internal and external partners to problem solve*Strong communication skills; phone, written and in-personServe as the first point of contact for customers with an eagerness to understand their needsKnowledge of principles and processes for providing exceptional customer serviceAccountabilityMaintain financial or account records*Accurately and efficiently enter stock and bond market trades*Open and manage account processing and coding with accuracySupport assigned advisors with all trading activitiesThe ability to work effectively in a team environmentDemonstrate integrity, resilience and ethical behaviorInitiativeVerify 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 supervisionProvide follow-up and update clients and advisors on issuesBe a critical thinker who will trouble shoot problems and anticipate needsAdaptabilityStay updated and informed on changing policies, procedures and industry trends*Willingness to assist with all clerical office duties such as answering phones and preparing mailingsOpen to all types of change and to considerable variety in the workplaceKey responsibilities of the roleWhat You Can ExpectCompetitive pay and benefits package - with variable compensation program based on team performance401(k) with generous employer match benefitHelpful, qualified, and available leadershipA caring, stable work environmentQualificationsExcellent communication skills; both written and verbalAbility to multi-taskOrganizational and time management skillsStrong desire to help peopleProficient in Microsoft Office - Excel, Word, OutlookAdditional InformationBeing 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. #J-18808-Ljbffr