Investment Services Support Specialist

Navy Federal Credit Union; North Richland Hills (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Navy Federal Credit Union is seeking an administrative support professional to assist Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors. The role focuses on delivering accurate information, handling member inquiries, and ensuring compliance with federal and NFIS procedures.

You will support account changes, documentation, and outreach while maintaining a positive member experience. Training and collaboration with NFIS teams are essential to success.

Qualifications

• Experience in administrative support, preferably in financial services or customer service.
• Familiarity with financial transactions, lending practices, and compliance/regulations.
• Knowledge of multiple systems to reference account information and conversations.

Responsibilities

• Respond to member inquiries via phone, chat, and other channels; verify CPI.
• Research and resolve issues; escalate to appropriate staff or units as needed.
• Maintain client relationships; identify needs and opportunities for cross servicing.
• Proactively reach out to members and staff to resolve paperwork issues and schedule referrals.
• Review accounts for accuracy and compliance; stay updated on regulations and security.
• Assist with account setup, portfolio reviews, and documentation following NFIS procedures.

Skills

Administrative support

Customer service

Regulatory compliance

Fraud awareness

Communication skills

Multi-system navigation

Education

Bachelor's degree in Business Administration, Finance or Management

Tools

CRM systems

Banking platforms

Job description

Navy Federal Credit Union is seeking an administrative support professional to assist Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors. The role focuses on delivering accurate information, handling member inquiries, and ensuring compliance with federal and NFIS procedures.

You will support account changes, documentation, and outreach while maintaining a positive member experience. Training and collaboration with NFIS teams are essential to success.