JobMesh

Client Service Associate - CTB

COUNTRY Financial · US

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives i...

Job description

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role: As a COUNTRY Trust Bank Client Services Associate, you will play an essential role in delivering an exceptional experience for both clients and Financial Advisors while supporting the smooth execution of daily operations. In this position, you will collaborate closely with internal teams, clients, and Financial Advisors to resolve issues, respond to inquiries, and ensure work progresses efficiently with a high level of accuracy and attention to detail. This role offers the opportunity to grow your skills, gain valuable financial operations experience, and make a meaningful impact on the client experience every day. How does this role make an impact? •Handles inbound requests from Financial Advisors and clients, providing guidance and support. •Manages servicing calls, reviews paperwork,processes se...