Financial Services Specialist
On-sitePierre, South Dakota, United States
Pierre, South Dakota, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Maintain and update the Redtail CRM system, including address changes, account openings and closings, and task assignments. Prepare documents for client meetings, process daily transactions such as ACH requests and fund transfers, and manage mailings like quarterly reports and holiday items. Respond to customer inquiries, act as a backup for advisor calls, and resolve problematic issues with assistance. Create and maintain procedures within the CRM system while adhering to all BankWest policies and regulatory requirements. Work on assigned projects and participate in departmental planning and training programs.
Required Qualifications
- A Bachelor's Degree in a related field
- Applicable experience and/or related certifications may be considered in lieu of degree
- 1 years' experience in related field
- Knowledge of the brokerage industry
- Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities
- Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service
- Strong interpersonal skills to ensure effective communication with external and/or internal customers
- Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description
- Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output
- Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards
Desired Qualifications
- Paraplanner designation preferred
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