Shore United Bank is seeking a full-time
Client Service Coordinator to join our team with Wye Financial Partners, a division of Shore United Bank. Wye Financial Partners is a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. The Client Service Coordinator will be responsible for supporting the Advisors in the region as well as the day-to-day office management, client requests such as account opening and transfers, and ensuring excellent client communication. This role requires strong technology skills and a passion for delivering outstanding customer service.
Essential Functions Include: - Serve as the primary point of contact for clients, addressing inquiries and providing timely updates on account status and transactions. Maintain strong relationships with clients through regular communication.
- Oversee the account opening process, ensuring all documentation is complete and accurate. Manage account transfers and resolve any issues that may arise.
- Assist financial advisors with client relationship management, including meeting preparation, referral management, and handling client requests for statements and tax forms.
- Ensure a high level of customer satisfaction by providing exceptional service and support. Handle client complaints and concerns with professionalism and efficiency.
- Utilize advanced technology and software to manage client accounts and streamline processes.
- Work closely with other departments, including financial advisors and operations, to ensure seamless service delivery. Provide training and support to team members as needed.
- Ensure all activities comply with regulatory requirements and company policies. Maintain accurate records and documentation.
- Perform administrative tasks such as greeting clients, answering phones, managing office supplies, and organizing client events.
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Participates in required training sessions, including training for compliance with BAI policies and procedures.
Location:3035 Leonardtown Road, Waldorf, MD 20601
Position Type/Expected Hours of Work: - Full-time.
- Non-exempt.
- Days of Work: Monday-Friday.
Required Education and Experience: - Associate's degree in finance, Business Administration, or a related field.
- Minimum of 3 years of experience in customer service/account maintenance in the banking, financial services or wealth management industry.
Compensation: - The pay range for this position is $22.00 to $33.00 hourly.
- Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits: - Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
- Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more.
- Paid parental leave
- 401k savings plan with up to a 4% company match
- Employee Stock Purchase Plan
- Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
- Opportunity for growth and advancement
- Paid training program and continuous training sessions throughout the year on various topics
- Generous paid time off and paid sick time
- Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank: Good things are happening here. Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.