Job Information
STATE BANK OF CROSS PLAINS Client Services Coordinator in MADISON, Wisconsin
JOB REQUIREMENTS: Client Services Coordinator Job Locations US-WI-Monona # of Openings 1 Category Wealth Management Overview Unlock your future in financial advising with a great opportunity to grow! As a Client Services Coordinator, you\'ll not only provide crucial administrative support to Financial Advisors by facilitating client servicing, account establishment, and business development, but you\'ll also be positioned for significant growth. Our organization is committed to helping you achieve your career goals by offering support to obtain necessary licenses, develop your skills, and advance toward becoming an Associate Financial Advisor. Join us and be a part of a team that invests in your future success! Responsibilities Facilitate the servicing of existing clients Maintain and monitor Financial Advisor\'s retention calendar, ensuring appropriate client contact, including but not limited to daily contact of existing clients. Maintain up-to-date status of client files as related to statements, postings and required documents and/or the updating of documents. Prepare materials for client reviews which may include LPL reports and Morningstar. Update client data sheets and risk assessment forms. Monitor accounts for unusual activities including but not limited to large redemptions, unusual purchases and name and address changes. Update any LPL account that becomes dormant or non- networked. Support Business Development Efforts Prepare proposals and other materials as requested. File materials as required. Periodically examine sales materials to ensure that they are up-to-date and in adequate supply. Responsible for direct-mail activities as needed. Establish New Accounts Follow established Onboarding procedures by preparing required documentation for opening new accounts. Review paperwork to ensure completeness, legibility, and accuracy. Scan and retain in client digital folders. Create new customer digital files that are organized, complete, chronological, and compliant with regulations. Add new accounts to the representative\'s retention calendar and Outlook for ticklers pertaining to reviews,... For full info follow application link. The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains\' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/CD1E185977364586