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Client Support Specialist

Robins, IA

Job Information:

Client Support Specialist

Community Savings Bank is seeking an experienced candidate in the Financial Services area for our Robins, Iowa office.

Do you consider yourself highly energized and can provide professional high-level administrative support to our Vice President/Financial Advisor?

The ideal candidate will have experience in investments/securities administrative functions maintaining confidential reports and researching client account information. Other duties include preparing reports and materials for client appointments, updating prospective client and referral records, contacting clients to set or confirm appointments and maintain the financial advisor's schedule.

Qualified candidates will have 2-5 years securities/insurance industry, strong analytical skills, customer service skills, possess good written and verbal communication and the ability to work independently as well as in a small group.

Community Savings Bank is an Equal Opportunity Employer of minorities, women, protected veterans and individuals with disabilities.

Please email your resume and cover letter summarizing your qualifications to: csbjobs@csbiowa.com

Applying for:

Client Support Specialist

Community Savings Bank

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Posted 07/14/17

Job ID: 23971650