Advisor Support & Client Accounts Coordinator

Citadel Credit Union; West Chester (Chester County); On-site; USD 42,000 - 62,000; Full time

Job summary

Citadel Credit Union is seeking a Non-Registered Client Associate to support one or more Financial Advisors with opening and maintaining client accounts and records. The role involves administrative tasks, processing applications, and delivering excellent member service in a fast-paced environment.

The ideal candidate has at least five years in customer service within the financial industry, a high school diploma (Bachelor’s preferred), and FINRA SIE certification.

Qualifications

• High School Diploma required.
• Bachelor’s Degree preferred.
• Minimum of five years of customer service and financial industry experience.
• Proficient in Microsoft Office products.
• FINRA SIE exam is required.

Responsibilities

• Process new account applications and maintenance requests for client accounts and records.
• Assist financial advisors with productivity-based campaigns and client projects.
• Build and foster strong client relationships through superior service.
• Handle clerical duties related to opening accounts and maintenance requests.
• Coordinate with broker-dealer, annuity, and fund companies as directed.
• Provide reports and information to financial advisors as requested.
• Identify situations needing escalation to advisors or Branch Manager.
• Schedule client meetings and maintain accurate appointment records.
• Ensure timely handling of client-related requests (checks, wires, address changes).
• Use technology/tools to support time management and efficiency.

Skills

Customer service

Communication

Time management

Education

High School Diploma

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Citadel Credit Union is seeking a Non-Registered Client Associate to support one or more Financial Advisors with opening and maintaining client accounts and records. The role involves administrative tasks, processing applications, and delivering excellent member service in a fast-paced environment.

The ideal candidate has at least five years in customer service within the financial industry, a high school diploma (Bachelor’s preferred), and FINRA SIE certification.