Investment Support Specialist

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 3,168,000 - 3,720,000; Full time

Benefits offered by this job

Annual discretionary bonus

Paid time off

401(k) company contribution

Dental & Vision premium covered

Tuition reimbursement

Employee loan discounts

Job summary

Teachers Federal Credit Union seeks an Investment Services Support Specialist to provide sales and business development support for licensed investment product sales reps. The role handles customer service, account changes, help with new accounts, and order processing under licensed reps guidance.

Responsibilities include maintaining referrals, coordinating appointments, collaborating on financial plans, and managing multiple CRMs. Strong CRM, Excel, and Office skills are essential.

Qualifications

• High school diploma required; bachelor’s degree preferred.
• Minimum three years of financial service industry experience required.
• Intermediate CRM knowledge required.
• Life & Health Insurance License preferred.
• FINRA Series 6 or 7 & 66 Registered preferred.
• Notary Public preferred.

Responsibilities

• Assists TruStage Advisors and external and internal partners with transactions.
• Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients.
• Coordinates referrals, sales appointments, and requests for information.
• Collaborates with advisors and clients to help design, implement, and monitor financial plans.
• Assists with opening accounts, entering annuity orders, setting up move money requests, systematic trades, RMDs, & settled trades.
• Tracks all client updates and interactions in multiple CRMs, as well as assign and complete client-related tasks.
• Manages calendars and schedule client meetings for TruStage Advisors.
• Troubleshoots tasks and acts as liaison between LPL and financial investment companies for client/prospect related issues and service requests.
• Keeps advisor informed of all retail branch events and activities and participates when appropriate.
• Coordinates and attends special events, meeting, and seminars.
• Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy.
• Remains current and knowledgeable of Teachers products, services, and promotions to advocate to members during interactions.
• Assists in program reporting on a monthly basis.
• Complies with NCUA and FINRA requirements.
• Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to-date.
• Complies with all regulatory rules, written desktop procedures and company policies.
• Performs other duties as needed upon request by immediate supervisor.

Skills

Interpersonal

Problem solving

Teamwork

Sales support

Customer service

Education

High Diploma

Bachelor’s degree preferred

FINRA Series 6/7 & 66 preferred

Notary Public preferred

Life & Health Insurance License preferred

Tools

CRM software

Microsoft Office

Excel

PowerPoint

Job description

Join Our Team

Brief Description

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary

The Investment Services Support Specialist provides sales and business development support for one or more licensed or registered investment product sales representatives. The role performs customer service and administrative tasks, including answering product questions, supporting account changes, assisting with new account opening, and processing orders under the direction of licensed or registered representatives.

Education And/or Experience

• High Diploma required
• Bachelor’s degree preferred
• Minimum three years of financial service industry experience required
• Intermediate CRM knowledge required
• Life & Health Insurance License preferred
• FINRA Series 6 or 7 & 66 Registered preferred
• Notary Public preferred
• Proficient in Microsoft Office, Excel, and PowerPoint
• Ability to prioritize and manage competing priorities
• Strong interpersonal, problem-solving, and teamwork skills
• Excellent Customer Service | New Business Development | Order Processing | Product/Brand Expertise | Develop Referrals | Execute orders | Sales Support | Customer Relationship Management (CRM) software | Marketing/collateral

Job Responsibilities

• Assists TruStage Advisors and external and internal partners with transactions
• Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients
• Coordinates referrals, sales appointments, and requests for information
• Collaborates with advisors and clients to help design, implement, and monitor financial plans
• Assists with opening accounts, entering annuity orders, setting up move money requests, systematic trades, RMDs, & settled trades
• Tracks all client updates and interactions in multiple CRMs, as well as assign and complete client-related tasks
• Manages calendars and schedule client meetings for TruStage Advisors
• Troubleshoots tasks and acts as liaison between LPL and financial investment companies for client/prospect related issues and service requests
• Keeps advisor informed of all retail branch events and activities and participates when appropriate
• Coordinates and attends special events, meeting, and seminars
• Assists in preparation and review of marketing collateral by proofing for content, disclosures, and accuracy
• Remains current and knowledgeable of Teachers products, services, and promotions to advocate to members during interactions
• Assists in program reporting on a monthly basis
• Complies with NCUA and FINRA requirements
• Orders promotional items, display, and program marketing materials (via LPL MOD), ensuring they are up-to-date
• Complies with all regulatory rules, written desktop procedures and company policies
• Performs other duties as needed upon request by immediate supervisor

Benefits Of Joining The Teachers Team

We provide a competitive compensation and benefits package that includes, but is not limited to:

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $23.50 - $27.00/hr. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

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