Licensed Customer Service Rep (60182)
First State Community Bank•Farmington, MO
•Onsite
About The Position
Are you passionate about delivering exceptional client service while supporting investment professionals? We're looking for a Licensed Customer Service Representative to be a trusted partner to our Financial Advisors and clients. In this role, you'll combine your client relationship skills, securities knowledge, and attention to detail to help create an outstanding wealth management experience.
Requirements
- Active FINRA Securities Industry Essentials (SIE) and Series 7 licenses required.
- 3+ years of experience in financial services, banking, wealth management, or a related field.
- Knowledge of investment products, securities operations, and industry regulations.
- Strong client service and relationship-building skills.
- Excellent organization, communication, and problem-solving abilities.
- High attention to detail with the ability to manage multiple priorities.
- Ability to work independently while collaborating effectively with a team.
- Commitment to maintaining confidentiality, compliance, and professional excellence.
- FINRA Securities Industry Essentials (SIE) required.
- FINRA Series 7 registration required and must be maintained in good standing.
- Additional registrations such as Series 63 or Series 66 may be required based on business needs.
Responsibilities
- Serve as a key point of contact for wealth management clients, providing exceptional service and support.
- Assist with account openings, transfers, distributions, beneficiary changes, and other account maintenance activities.
- Support Financial Advisors with securities transactions, client servicing, and business development efforts.
- Prepare client meeting materials, reports, and portfolio review documentation.
- Coordinate with custodians, broker-dealers, and internal partners to ensure seamless account servicing.
- Monitor and process transactions accurately while meeting regulatory requirements.
- Help identify process improvements that enhance both the advisor and client experience.
Benefits
- Competitive pay and benefits
- Team-based variable compensation program
- 401(k) with generous employer match
- Supportive leadership and growth opportunities
- A workplace where people matter and careers grow
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
