Client Relationship Manager

Delta Community Credit Union; Atlanta (GA); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

401(k) plan with company match

Paid time off

Job summary

Delta Community Credit Union in Atlanta invites a Client Relationship Manager to service and advise members using our investment advisory and planning programs. You will assist Financial Advisors, create and review financial plans, and ensure prompt, compliant client service by phone and in person.

The role requires licenses within 90 days and ongoing regulatory compliance, with potential for work-from-home opportunities depending on performance and departmental needs.

Qualifications

• Bachelor's degree in any discipline or substantial professional experience.
• 2+ years’ investment, insurance, retirement or direct-to-consumer sales experience.
• Financial services licenses/designees within 90 days (FINRA 7/66) and CFP/CRPC completion.
• Life, Accident, Sickness license within 12 months; long-term care certification.

Responsibilities

• Identify and address client financial needs.
• Communicate financial planning principles and investment recommendations.
• Analyze data to determine strategies for meeting financial objectives.
• Monitor and review client accounts regularly.
• Conduct client meetings by phone.
• Support Advisors in wealth management deliverables.
• Update CRM with every client interaction.
• Complete continuing education and compliance requirements.

Skills

Investment experience

Sales experience

Team collaboration

Client service orientation

Regulatory compliance

Education

Bachelor's degree

Master's degree in finance or related field

Tools

FINRA licenses (Series 7, 66)

CRPC designation

CFP exam completion

Job description

Position

Client Relationship Manager

Job Code-8502

req5934

Atlanta (Virginia Ave)

Full Time

Job Description

Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work! Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team.

TheDelta Community Retirement & Investment Services’ (DCR&IS) ClientRelationship Manager is a practicing professional who acts both as an advocatefor members’ financial wellness and as relationship management support to theAdvisor Team. The successful candidate will service and advise membersutilizing our investment advisory and financial planning programs and willassist Financial Advisors in the process of creating, implementing, andreviewing financial plans and strategies in the best interest of themember. In the Client Relationship Manager’s delivery of clientengagement, he/she will ensure all clients receive prompt service and takeownership for complete resolution. The Client Relationship Manager willmanage and/or collect financial data, conduct productive client meetings byphone and meet on-going compliance regulatory requirements.

Practicesafety conscious behaviors in all operational processes and procedures.

Essential Functions

• Identifyand address client financial needs
• Communicatefoundational financial planning principles as well as investmentrecommendations
• Analyzedata obtained to determine strategies for meeting clients’ financial objectivesto include portfolio analysis, retirement projections, Social Security timing,education-funding, and risk management needs analysis
• Monitorand review clients’ accounts regularly to determine whether life events,economic changes, or financial performance indicate a need for reassessment
• Conductclient meetings by phone
• Supportthe Financial Advisor(s) in preparing wealth management deliverables
• Updatethe firm’s customer relationship management (CRM) system with every clientinteraction
• Facilitateclient relationship management (address change, account balance inquiry,additional deposit into existing account, status of transfer in/out of funds,online access, tax documentation/cost basis, account statement request,withdrawal request, beneficiary change form, etc.)
• Executesolicited and unsolicited member or Financial Advisor directed trades
• Developnew business to include member facing financial education and prospectingevents, processing of account acquisition paperwork and the review of submittedpaperwork for accuracy and completeness
• Contributeto financial education content development to add value to the lives of themembers we serve
• Compliancemanagement to include establishing and maintaining electronic client files tomeet regulatory requirements
• Partnerwith branch delivery and Member Care Center to provide support and educationsurrounding the products and services offered by DCR&IS
• Completeall continuing education, firm element, and compliance requirements in a timelymanner
• Acceptsand performs other duties as assigned

Other

• Thisdescription reflects management’s assignment of essential functions, it doesnot prescribe or restrict the tasks that may be assigned.
• Thisjob description is subject to change at any time.

Position may offer work from home opportunities, pending specific performance and departmental needs.

Job Qualifications

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications

• Bachelor’sdegree in any discipline, or substantial professional experience commensuratewith the responsibilities of the position
• 2+years’ investment, insurance, retirement or direct to consumer sales experience
• CleanU-4
• Excellentability to work in a team environment and collaborate with professionals fromdifferent disciplines and various experience levels
• Ambassadorialskill to effectively promote a culture of exceptional client service
• Possessan in-depth understanding of clients’ needs and preferences
• Complieswith all Credit Union policies and procedures including those related to BankSecrecy Act regulations

TheDCR&IS Client Relationship Manager must hold the following licenses anddesignations within 90 days of on-boarding to perform the duties of theposition:

• FINRASIE, Series 7, 66 Securities Licenses
• CRPCDesignation or successful completion of the CFP exam

Inaddition, the DCR&IS Client Relationship Manager must hold the followinglicenses within 12 months of onboarding to perform the duties of the position.

• Life,Accident, Sickness License
• VariableProducts Insurance License
• LongTerm Care Certification

Preferred Qualifications

• Master'sdegree in finance or related field
• 1+years’ experience within a financial institution
• Demonstratedability to meet and/or exceed assigned sales goals
• AdvancedDesignation to include CRPC, CFP, ChFC or similar

Employee Benefits Include

• Medical, Dental and Vision Coverage
• Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
• Supplemental Insurance or Voluntary Insurance
• 401(k) Plan with Company Match
• Vacation, Holidays and Personal Time Off
• Paid Maternity and Paternity Leave
• Pre-tax Health and Dependent Care Spending Accounts
• Benefit Choice Program
• Health Reward Dollars
• Discount on Gym Reimbursement and Identity Theft Programs
• Legal Services