Client Specialist I

Simmons Bank
Columbia, MO
Job Description
The Client Specialist supports Financial Advisors and provides high-quality customer service to achieve revenue and asset goals.

Requirements

  • Solid knowledge of account types and regulations
  • Knowledge of banking and investment products required
  • Ability to read and interpret documents such as procedure manuals, general business correspondence, journals, or government regulations
  • In-person customer service and phone etiquette
  • Effective time management skills with the ability to prioritize tasks
  • Excellent written and verbal communication skills
  • Attention to detail
  • Ability to professionally navigate sensitive or urgent client situations
  • Must display professional conduct and appearance
  • Maintain client privacy and keep highly sensitive data confidential

Benefits

  • 401k Matching
  • Generous Paid Time Off
  • Retirement Plan
  • Tuition Reimbursement
]]>