Investment Services Support Specialist

Navy Federal Credit Union; Vienna (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Navy Federal Credit Union is seeking an administrative support professional to assist Navy Federal Investment Services (NFIS) in handling phone, chat, and FA-related inquiries. The role focuses on delivering accurate information, resolving member issues, and maintaining strong client relationships.

Responsibilities include responding to inquiries, verifying identity, and coordinating referrals and appointments.

Qualifications

• Experience in administrative support, preferably in financial services.
• Familiarity with financial transactions, lending, compliance regulations.
• Ability to reference/record account information across multiple systems.

Responsibilities

• Respond to member inquiries via phone, digital chat, and other channels.
• Verify CPI during client interactions and resolve issues on first contact when possible.
• Maintain client relationships and identify cross-serving opportunities.
• Handle outbound calls to members and vendors to resolve paperwork issues and schedule referrals.
• Review client accounts and document needs, questions, and plan next steps.
• Monitor for potential fraud or AML concerns and report findings as required.

Skills

Customer service

Administrative support

Communication skills

Attention to detail

Regulatory knowledge

Systems proficiency

Education

Bachelor's degree in Business Administration, Finance or Management

Related professional experience

Tools

MS Excel

MS Word

CRM systems

Job description

Navy Federal Credit Union is seeking an administrative support professional to assist Navy Federal Investment Services (NFIS) in handling phone, chat, and FA-related inquiries. The role focuses on delivering accurate information, resolving member issues, and maintaining strong client relationships.

Responsibilities include responding to inquiries, verifying identity, and coordinating referrals and appointments.