Client-Focused Financial Services Associate

Suncoast Credit Union; Tampa (FL); On-site; USD 29,000 - 44,000; Full time

Benefits offered by this job

Bonus program up to 12%

401K Matching up to 8%

Retirement Planning

Pay Increases based on Competency

Employee Loan Discounts

Flex Spending Accounts

Wellness: Medical Coverage

Job summary

Suncoast Credit Union seeks a Service Associate for Suncoast Investment Services to provide superior service and financial education to member clients. You will maintain advisors' calendars, schedule appointments, monitor notifications, assist with technology adoption, and process paperwork with accuracy.

The role requires knowledge of investment platforms, ownership mindset, and adaptability to business expansion.

Qualifications

• Must have strong customer service and financial services knowledge.

Responsibilities

• Assist advisors and maintain calendars, schedule appointments, and process paperwork.
• Educate members on investment products, services, and retirement platforms.
• Identify sales opportunities and support relationship management activities.
• Ensure trades and 403(b)/457 accounts are handled per policies and procedures.
• Maintain CRM records, generate reports, and support marketing efforts from CRM.

Skills

CRM proficiency

Relationship management

Microsoft Office

Education

SIE FINRA registration or grandfathering

Series 6 FINRA registration or must obtain within 90 days

Florida Life Insurance License within six months

Continuing Education compliance

Tools

Microsoft Office Suite

Job description

Suncoast Credit Union seeks a Service Associate for Suncoast Investment Services to provide superior service and financial education to member clients. You will maintain advisors' calendars, schedule appointments, monitor notifications, assist with technology adoption, and process paperwork with accuracy.

The role requires knowledge of investment platforms, ownership mindset, and adaptability to business expansion.