Customer Service Associate

Bank of Luxemburg is excited to announce an opening on our Legacy Financial Services team due to an internal promotion — a reflection of our commitment to employee growth and the strength of our award‑winning culture. As a two‑time Top Workplace, we proudly serve our community with a mission To Have a Positive Impact on People’s Lives, and we’re looking for someone who shares our passion for service, teamwork, and continuous improvement.As part of Legacy Financial Services—Bank of Luxemburg’s investment services team—you’ll help deliver a seamless, supportive experience for clients while strengthening advisor relationships and internal processes. This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care.What You’ll DoYou’ll support advisors, assist customers, and manage essential administrative processes that keep our investment services running smoothly.Support advisor appointments by preparing reviews, forms, and summariesOpen and maintain accounts for individuals, trusts, and employer plansFollow up with clients when paperwork is missing or rejectedCoordinate monthly reports including cash balance, payroll, and P&LAssist with client inquiries in person and by phoneWhat You BringSomeone who is detail‑oriented, organized, and committed to delivering outstanding customer service.Customer service strength with a friendly, professional demeanorTime‑management skills and comfort working within deadlinesTech proficiency including Word, Excel, CRM systemsProblem‑solving ability and independenceTeam collaboration with advisors and colleaguesWhy Bank of LuxemburgWe’re a community‑focused financial institution committed to transparency, teamwork, and service. As a Top Workplace, we invest in our employees’ growth and well‑being. We offer:Comprehensive insurance including health, dental, vision, disability, life, pet insurance and moreCompetitive pay and paid time‑offPaid volunteer time to support local causesProfessional development and advancement opportunitiesCommunity‑driven culture rooted in our mission #J-18808-Ljbffr