Client Service Associate - CTB
About The Position
As a COUNTRY Trust Bank Client Services Associate, you will play an essential role in delivering an exceptional experience for both clients and Financial Advisors while supporting the smooth execution of daily operations. In this position, you will collaborate closely with internal teams, clients, and Financial Advisors to resolve issues, respond to inquiries, and ensure work progresses efficiently with a high level of accuracy and attention to detail. This role offers the opportunity to grow your skills, gain valuable financial operations experience, and make a meaningful impact on the client experience every day.
Requirements
- 1+ years of relevant experience.
Responsibilities
- Handles inbound requests from Financial Advisors and clients, providing guidance and support.
- Manages servicing calls, reviews paperwork, processes servicing requests, addresses non-suitability issues, and facilitates communication.
- Completes account setup, maintenance, contributions, distributions, and transfers ensuring accuracy and compliance.
- Provides information about products, investment options, account setup, taxation, regulatory/compliance questions, and account information.
Benefits
- Insurance benefits (medical, dental, vision, disability, and life)
- 401(k) with company match
- Paid time off
- Parental leave
- Paid company holidays
- Paid time off to volunteer in your community
- Tuition assistance and industry education certificates and designations
- Employee resource groups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
