Client Services Associate

First Federal Bank of Louisiana•Sulphur, LA

About The Position

First Federal Bank of Louisiana is currently seeking a Client Services Associate with First Federal Investments. The position is located at the Sulphur Branch in Sulphur, Louisiana. About Us First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that’s what our team strives to do in the communities we serve each and every day. Visit POSITION SUMMARY Provides assistance and support to financial advisors regarding administrative tasks, client relationship management, and operations while also acting as receptionist for the branch.

Requirements

Associate's degree (A.A.) or equivalent from a two-year college, business or technical school OR a minimum of two (2) years of financial advisement related experience and/or training.

Responsibilities

Serves as the first point of contact for clients via phone, email and in person.
Addresses general client inquires related to account maintenance, statements, and online access.
Ensures timely and accurate processing of client requests, such as beneficiary updates, address changes, RMDs, and account transfers.
Maintains confidentiality regarding client information and adheres to compliance guidelines.
Manages calendars, appointments, and client review meetings for financial advisors.
Prepares, proofreads, and distributes reports, presentations and correspondence.
Maintains and updates client records in the firm’s CRM system to ensure data accuracy.
Handles incoming and outgoing mail, including scanning and filing important documents.
Orders office supplies and assists with office upkeep.
Processes new account paperwork and ensures completeness and compliance.
Assists in maintaining compliance records and ensures adherence to FINRA, SEC and firm policies.
Monitors client account accuracy and resolves administrative issues.
Coordinates with custodians, fund companies, and other financial institutions to process transactions and resolve client account issues.
Assists in organizing client appreciation events, webinars, and educational seminars.
Assists in managing social media updates, newsletters, and other client communication initiatives.
Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy.