Client Services Associate
MidWestOne Bank. - Iowa City, IA

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Works with Investment Division staff and clients with matters involving client accounts. Prepares forms as needed for new and existing business. Troubleshoots for client accounts either working directly with the client or the Investment Division staff.

Completes documents to set up, maintain and close accounts. Answers departmental phones. Prepares correspondence and reports for various staff and may compose other routine correspondence. Handles client communications in person, over the phone and by email, answering questions and obtaining information.

Qualifications:

Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience. Series 6/7 preferred but not required.

MidWestOne Bank - 12 months ago - save job - block
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