Client Relationship Coordinator
Pay is based on a number of factors including the successful candidates job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .
Position is located at 911 NE Sam Walton Lane in Lees Summit, Missouri.
Position is Monday through Friday 8 am - 5 pm with the ability to work additional hours as needed.
Summary:
The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission People helping people find financial solutions for life.
Job Title: Client Relationship Coordinator
The primary responsibility of a Client Relationship Coordinator is to assist in the servicing of clients needs while strengthening client relationships. The Client Relationship Associate acts as the liaison between the Client Advisor and client and therefore, must have the ability to listen, communicate, multitask, understand, and assist in providing solutions for our clients needs.
What Youll Do at Arvest: (Other duties may be assigned.)
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the client advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and client advisor and branch office expenses and expense reports.
Opens new clients accounts and research client information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Maintain policy and procedure manuals for the department, as well as assist the operations department in updating policy and procedure manuals as needed.
Prepares letters, forms and reports to assist with servicing existing client and prospecting for new clients.
Prepares various business summary reports and client specific reporting as needed for review by the client advisor and/or compliance.
Assists Client Advisors with marketing efforts including seminars and other client-facing events.
Creates and maintains records and files utilizing Client Relationship Management software.
Attend various training and continuing education seminars to increase job knowledge and stay abreast of regulation changes.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
Responsibilities:
Toolbox for Success:
High school diploma or general education degree (GED) is required.
18 months administrative experience is required.
Proficient mathematical skills are required.
Proficiency with Google Workspace applications is preferred.
Previous experience in the finance/brokerage industry is preferred.
Associate degree is preferred.
Relevant military experience is considered for veterans and transitioning service members.
Physical Demands:
Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
Grade 12
Pay Range: $19.46 - $23.11 per hour
Apply Now
Position is located at 911 NE Sam Walton Lane in Lees Summit, Missouri.
Position is Monday through Friday 8 am - 5 pm with the ability to work additional hours as needed.
Summary:
The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission People helping people find financial solutions for life.
Job Title: Client Relationship Coordinator
The primary responsibility of a Client Relationship Coordinator is to assist in the servicing of clients needs while strengthening client relationships. The Client Relationship Associate acts as the liaison between the Client Advisor and client and therefore, must have the ability to listen, communicate, multitask, understand, and assist in providing solutions for our clients needs.
What Youll Do at Arvest: (Other duties may be assigned.)
Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
Works both independently and within a dynamic team environment to provide crucial support to the client advisors and branch office.
With a high level of organization and accuracy, processes client financial transactions and client advisor and branch office expenses and expense reports.
Opens new clients accounts and research client information using internal databases and other technologies.
For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
Maintain policy and procedure manuals for the department, as well as assist the operations department in updating policy and procedure manuals as needed.
Prepares letters, forms and reports to assist with servicing existing client and prospecting for new clients.
Prepares various business summary reports and client specific reporting as needed for review by the client advisor and/or compliance.
Assists Client Advisors with marketing efforts including seminars and other client-facing events.
Creates and maintains records and files utilizing Client Relationship Management software.
Attend various training and continuing education seminars to increase job knowledge and stay abreast of regulation changes.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
Responsibilities:
Toolbox for Success:
High school diploma or general education degree (GED) is required.
18 months administrative experience is required.
Proficient mathematical skills are required.
Proficiency with Google Workspace applications is preferred.
Previous experience in the finance/brokerage industry is preferred.
Associate degree is preferred.
Relevant military experience is considered for veterans and transitioning service members.
Physical Demands:
Regular attendance is an essential function of the job. The associate must be able to travel occasionally by themselves within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
We offer competitive compensation, benefits packages, and significant professional growth.
Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our associates. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.
Grade 12
Pay Range: $19.46 - $23.11 per hour
Apply Now