Wealth Management Client Services Specialist / Junior Advisor - Clive, IA - Lincoln Savings Bank - Clive, IA

Wealth Management Client Services Specialist / Junior Advisor - Clive, IA - Lincoln Savings Bank - Clive, IA -

To offer shopper service to present WM shoppers, in addition to aiding advisors with appointment preparation, and creating new enterprise leads and instances from present shopper base.

Duties and Obligations:
1. Work with monetary advisors to offer service to present LSB Monetary Wealth Management shoppers which would come with however shouldn’t be restricted to;
a. Fielding calls from present and potential shoppers for primary inquiries relating to their accounts and merchandise held with LSB.
b. Offering everyday service to shoppers and facilitating the completion of duties essential to administer their accounts corresponding to; trades, easy distributions, easy contributions, and so forth.
c. Answering shopper questions relating to their accounts.
d. Efficiently uncovering further alternatives and cross-promoting merchandise to present shoppers.
2. Aiding advisors with appointment preparation together with; reviewing notes from earlier conferences, getting ready shopper appointment agendas, getting ready portfolio assessment and proposal reviews, getting ready product quotes and illustrations for advisors.
three. Aiding advisors with upkeep of buyer knowledge base and shopper management software program in addition to any essential after appointment work, together with however not restricted to;
a. Completion of LSB+ Screens in CRM
b. Completion of paperwork previous to sending on to operations employees for processing.
four. Present administrative help to the Wealth Management Division Supervisor.

Needed Expertise and Attributes

1. Should have the ability to get hold of securities and insurance licensesand be in good standing with the next regulatory our bodies; FINRA, SEC, andthe Iowa Insurance coverage Division.
2. Bachelor’s diploma required.
three. A working, in depth information base of merchandise andservices as they relate to the insurance and funding enterprise.
four. Potential to multi-activity and work in a quick pacedenvironment.

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