QNB Financial Services - Client Services Associate

QNB Bank Quakertown, PA
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GENERAL DUTIES AND RESPONSIBILITIES:

The Client Services Associates (CSA) participates in financial advisor training on a full-time basis, supervised by an LPL Financial Advisor.  Qualified candidates will enter a development and apprenticeship period offering a structured and supportive program designed to reward individual and team contribution while meeting personal, professional and organizational customer service and financial goals. The CSA will be trained and supported with the tools, resources, and coaching required to serve as an apprentice to a Financial Advisor, while providing clients with financial advice consistent with client goals and risk tolerance upon required licensing. The CSA will gain more responsibility as experience increases and will transition from client service to relationship management and ownership. 

Job Expectations

The CSA will be tasked to meet with clients in person, in or out of the office, along with an LPL Financial Advisor.

Ø  Conduct in-depth review of client financial information, assess risk tolerance and investment profile, and evaluate client financial needs while providing enhanced service to deepen the relationship.

Ø  Cross refer QNB Bank products and services. 

Ø  The CSA will work to retain and increase existing client accounts (through developing financial plans and other needs-based solutions) and cultivate new clients upon required licensing.

Ø  Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained within a reasonable time (i.e.:  3 – 6 months) in order to remain in this position.

Ø  Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses may apply.

Ø  Complete administrative tasks and support Sales Assistant as needed.

 

   Job Requirements:

Ø  Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Ø  Ability to network and establish relationships with clients and referral sources

Ø  Excellent verbal, written, and interpersonal communication skills

Ø  Financial services experience

Ø  Client services experience

Ø  Complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program.

Ø  A BS/BA degree required

Ø  Advanced degree preferred


 


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