Client Relationship Manager

DFCU Financial; Dearborn (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

A major credit union in Dearborn, MI, is looking for a Client Relationship Manager to provide sales and administrative support to a Financial Consultant. This role includes processing documents for account services, assisting clients, and promoting investment services. Ideal candidates should have customer service experience, excellent interpersonal skills, and ideally relevant FINRA licenses.

Benefits

401k plan match

Tuition reimbursement

Medical, dental and vision insurance

Short- & long-term disability plans paid by company

Paid time off

Paid lunch time

Qualifications

• Two years customer service experience, preferably in finance.
• Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain.
• Demonstrated ability to work in a team-oriented environment.

Responsibilities

• Process documents for account opening and servicing.
• Assist clients and prospects regarding account servicing inquiries.
• Act as liaison with branch staff to promote investment services.

Skills

Customer service experience

Interpersonal skills

Attention to detail

Team-oriented

Education

High school diploma or equivalent

Job description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity:

We are seeking a full time Client Relationship Manager (Financial Consultant Assistant) to provide comprehensive sales, service and administrative support to a successful Financial Consultant in the Dearborn, MI area.

What You’ll Do:

• Process documents that relate to account opening and account servicing.
• Provide general administrative support using all required back-office systems and procedures.
• Assist clients and prospects by phone and in branch regarding general account servicing and inquiries.
• Act as liaison with branch staff in promoting Investment Services' mission, and support attainment of branch investment revenue goals.
• Promote and support Investment Services and Financial Consultant sales and marketing efforts through support functions, including direct calls and assisting branch staff in referral efforts.
• Provide ongoing general coverage of Financial Consultant office in the absence of the Financial Consultant.
• Provide occasional after hours support of various Investment Services events such as seminars or evening call sessions.

What You’ll Need:

• High school diploma or equivalent.
• Two years customer service experience, financial preferred.
• Current FINRA series 6 or 7 and 63 licenses preferred or ability to attain in 12 months.
• Consistent positive, cooperative, self-motivated, courteous, and professional attitude.
• Demonstrated ability to work in a team-oriented environment.
• Excellent interpersonal skills, including written and oral communication.
• Demonstrated ability to process documents with a high degree of accuracy and attention to detail.
• Computer literate.
• Assignment includes branch locations as required.

What We Offer:

• 401k plan match, dollar for dollar up to 4%
• Tuition reimbursement / Education assistance
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short- & long-term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
• Pet Insurance
• Paid time off
• Paid holidays (13 per year)
• Free financial planning assistance
• Paid lunch time
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Employee loan discounts (closed-end loans)
• Discounts with local and national companies through DFCU Perks
• Service / anniversary awards
• Employee discounts for company logo wear
• Recognition and awards for outstanding team and individual performance (branch and member service center employees)
• Employee referral payouts for recruiting your friends and family
• Ongoing training opportunities
• Leadership development program
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans