Client Services Representative - Investment Services

Firefighters First Credit Union; Pasadena (CA); On-site; USD 53,873 - 59,859; Full time

Benefits offered by this job

Competitive salary with performance bonus

Fully paid Medical, Dental, and Vision

401k plan with matching program

Education reimbursement up to $5,250

4 weeks PTO annually

Job summary

A financial services organization in Pasadena, CA is seeking a Client Services Representative for their Investment Services team. The role involves high-level administrative support, customer relations, and coordinating events to enhance investment services. Candidates need a high school diploma, relevant administrative experience, and necessary financial licenses including Series 7, 63, and 65 or 66. The position offers a competitive salary and a comprehensive benefits package.

Qualifications

• Previous administrative assistance preferably within the financial services industry.
• Must hold Series 7, 63, and 65 or 66 licenses.
• Must be bondable and maintain bondable status throughout employment.

Responsibilities

• Support Financial Advisor and Program Manager with investment-related products.
• Handle customer relation issues to assist in retention and acquisition.
• Coordinate events to increase awareness of investment services.

Skills

Customer relation handling

Appointment scheduling

Administrative support

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Services Representative - Investment Services

Regular Full-Time Corporate Office, Pasadena, CA, US

4 days ago Requisition ID: 1847

Salary Range: $53,873.00 To $59,859.00 Annually

The position can work out of our offices in Pasadena, CA or Hendersonville, TN.

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.

Currently, we have an immediate opening for a Client Services Representative to join our Investment Services team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.

Primary Responsibilities:

• Handling customer relation issues to assist in both the retention and acquisition of assets under management.
• Prioritizing client/prospect contacts to maximize sales efforts.
• Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
• Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
• Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
• Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.

Basic Qualifications:

• Education: High school diploma or GED.
• Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
• Previous administrative assistance preferably within the financial services industry.
• All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.

We offer exceptional benefits to our employees, including:

• Competitive salary with a pay for performance bonus
• Fully paid Medical, Dental, and Vision benefits package for employees.
• Fully paid Life insurance, AD&D, short and long-term disability coverage
• 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
• Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
• Pet Insurance
• 4 weeks of PTO annually including 2 ½ days of float time.

Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at [e-mail] .