Client Support Specialist - (Investments)

Job Description

Join Our Team as a Client Support Specialist - Financial Solutions (Investments)

Location: Pierpont Branch

At Clear Mountain Bank, we are driven by a commitment to excellence and community. As a Client Support Specialist - Financial Solutions, you will play a crucial role in supporting our financial advisors, ensuring our clients receive the best service and guidance for their financial needs. This is more than just a position-it's an opportunity to be part of a team that values integrity, innovation, and collaboration.What You'll Do:

Collaborate with financial advisors to open, maintain, and service client accounts.

Deliver exceptional administrative and operational support to enhance the client experience.

Build and nurture client relationships through proactive communication and professional service.

Address client inquiries, resolve challenges, and process service requests with precision.

Maintain compliance with all regulatory requirements and ensure accurate records are kept.

Support team efforts in sales and business development initiatives.What Drives Us:

At Clear Mountain Bank, we've been a cornerstone of our community for over 130 years. Our team members aren't just employees-they're part of a family dedicated to making a positive impact. We believe in fostering a supportive and growth-oriented environment where everyone's contributions are valued.

Our motto, "We have roots where others have branches," reflects our deep commitment to the communities we serve. That's why we actively participate in local initiatives and encourage team members to do the same.What You'll Bring:

Education: High school diploma required; Bachelor's degree in business or finance preferred.

Experience: Minimum of three years in a related role, or equivalent.

Licensing: Series 7 or 63/66 licenses preferred (must obtain Series 7 within 9 months of hire).

Skills: Proficiency in Microsoft Office Suite, excellent communication abilities, strong attention to detail, and effective time management.

Traits: A professional demeanor, adaptability under pressure, and a passion for delivering exceptional service.Make Your Move:

Background and Drug Screening Required

Full-time