Associate I, Client Relations Associate

First National Bank•Grand Island, NE

10d•$47,613 - $78,560•Onsite

About The Position

The Client Relationship Associate provides daily customer support and helps Financial Advisor teams manage their practices efficiently and effectively. Working closely with an assigned Advisor team, the associate supports the delivery of advice, guidance, and investment solutions that promote customers’ financial wellbeing. The role supports Advisory teams and customers with basic through comprehensive investment, insurance, and financial planning needs. The associate manages servicing for an assigned customer portfolio, supports customer onboarding, monitors accounts and transactions, prepares and submits documentation, and coordinates reviews and administrative actions with Advisors. The role also assists with financial planning and marketing activities, resolves service issues, and engages internal or external resources to address more complex customer needs. The incumbent is expected to work onsite at the posted location. Work location may change based on business needs.

Requirements

Bachelor’s degree in Business Administration or a related field, or equivalent experience.
1–3+ years of experience in the investment or financial services industry.
Working knowledge of standard concepts and procedures in the area of expertise.
Strong attention to detail and ability to review documents or information accurately for errors or omissions.
Ability to deliver clear, articulate, and concise messages verbally and orally.
Ability to create written documentation in different formats and styles for the intended audience, including clear presentations, documents, or standard reports.
Ability to identify problems, research contributing factors, and evaluate appropriate solutions.
Ability to identify opportunities for efficiency and process improvement.
Ability to work collaboratively and cohesively in a team environment.
Ability to listen attentively to customers’ needs and deliver comprehensive solutions.
Understanding of and contribution to the intended customer experience of being helpful, easy, and personal.
Unrestricted work authorization without a need for future sponsorship.

Nice To Haves

FINRA Series 7 and 66 registrations, or Series 63 and 65 registrations.
State Life, Accident & Health, and Variable Contract insurance licenses.
Certifications or degrees such as AWMA, CRPC, or FPQP, or the ability to earn accreditation.

Responsibilities

Manage daily servicing needs for an assigned customer portfolio and support the Advisory team in identifying customer needs and delivering solutions.
Maintain the new-customer onboarding service model and standards.
Anticipate customer needs, recognize opportunities, and recommend appropriate Wealth Management support and services to the primary Advisor.
Prepare and maintain complete and accurate transaction documentation, and follow through on submissions to support timely completion.
Monitor account activity by reviewing and validating daily transactions.
Document client contacts, both written and verbal, to confirm discussions and actions.
Monitor accounts and notify the Advisor of outstanding balances and anticipated cash needs.
Coordinate with Advisors to schedule and facilitate client reviews while remaining aware of administrative risks associated with account administration.
Assist Advisors with financial planning, including data collection and entry.
Monitor and resolve outstanding client account and service items in collaboration with Advisors.
Meet regularly with Advisors to review account portfolios and coordinate administrative actions that support exceptional customer service.
Use functional and technical knowledge and analytical judgment to solve customer problems and identify solutions.
Engage internal or external resources when necessary to serve customers with more complex needs.
Execute transactions properly and in a timely manner.
Assist Advisors with planning, coordinating, and executing marketing plans and client touchpoints.
Exhibit professional behavior and promote positive, collaborative working relationships.
Understand and comply with bank policies, applicable laws, FINRA and SEC regulations, and the bank's BSA/AML Program.