Investment Services Associate — Client Concierge

Navy Federal Credit Union; Pensacola (FL); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Navy Federal Credit Union is seeking an energetic administrative support professional to assist NFIS phone operations, digital chat, and Financial Advisors. You will handle member inquiries, verify identities, and resolve issues while ensuring compliance with regulations and internal policies.

As part of NFIS, you will help maintain strong client relationships, manage referrals and appointments, and support ongoing marketing and service initiatives.

Qualifications

• Experience in administrative support, preferably in financial services.
• Knowledge of financial transactions, lending practices, and compliance.
• Ability to reference multiple systems and document member interactions.

Responsibilities

• Respond to member inquiries via phone, chat, and other channels with accurate information.
• Verify customer identity and protect sensitive information during interactions.
• Resolve issues on first contact when possible and route to appropriate staff as needed.
• Build and maintain member relationships by assessing needs and offering appropriate services.
• Schedule and track referrals and appointments, follow up on outcomes.
• Identify potential issues including fraud and AML indicators and escalate as required.

Skills

Customer service

Communication

Financial services

Regulatory compliance

Multisystem navigation

Attention to detail

Time management

Education

Bachelor's degree in Business/Finance/Management

Job description

Navy Federal Credit Union is seeking an energetic administrative support professional to assist NFIS phone operations, digital chat, and Financial Advisors. You will handle member inquiries, verify identities, and resolve issues while ensuring compliance with regulations and internal policies.

As part of NFIS, you will help maintain strong client relationships, manage referrals and appointments, and support ongoing marketing and service initiatives.