Hybrid Wealth Client Service Associate (On-Site) at Citizens First Bank

About the Organization: 

Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991.  “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz.  Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties.  Citizens First Bank: A Five Star Bank where hospitality meets finance. 

About the Position: 

Join Citizens First Bank as our new Wealth Client Services Associate! The Wealth Client Services Associate provides essential support to Private and Wealth Advisors, facilitating the efficient delivery and comprehensive servicing of our wealth management offerings. The Wealth Client Services Associate will be a trusted point of contact, building strong relationships by consistently demonstrating honesty, integrity, and authenticity.

What you'll do as a Wealth Client Services Associate:

• Manages "Plus 1" service for A and A+ clients, including coordinating gifts and cards and conducting regular follow-up calls (monthly and quarterly).
• Ensures a welcoming and comfortable experience for all visiting clients.
• Handles all aspects of client account administration, such as processing new accounts, transfers, contributions, redemptions, and beneficiary changes.
• Executes security transactions accurately and efficiently.
• Coordinates State, SEC, and NASD licensing to ensure compliance.
• Drives new business development by identifying opportunities within the existing client base and with new prospects. This includes assessing client needs, reviewing current holdings, and determining investment capital to help them achieve their financial goals.
• Actively participates in community events to network and support the growth of the department.

For more information, please see the attached job description.  

Wealth Client Services Associate Requirements: 

Minimum: 

• High school degree or equivalent required
• Must be detail-oriented with strong organizational and communication skills
• Must excel in using a variety of software and online tools  
• Ability to learn new tasks quickly 
• Strong interpersonal skills required
• Ability to organize and prioritize complex tasks
• Must have public relations skills with the ability to effectively present information and respond to questions from managers, clients, customers or the general public
• Must become FINRA Series 7 Licensed within one year from date of hire

Preferred: 

• Previous securities industry experience and FINRA Series 7 License
• Previous marketing, advertising or public relations experience
• FINRA Series 66 License

Wealth Client Services Associate Benefits:

Citizen’s First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K which matches the first 5% of contributions and generous vacation allowance.  All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building.   Dream maker discount program applicable at various local businesses.  

Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities. 

Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.