Non Registered Client Associate - Citadel Wealth Management

Citadel Credit Union; West Chester (Chester County); On-site; USD 42,000 - 62,000; Full time

Job summary

Citadel Credit Union is seeking a Non-Registered Client Associate to support one or more Financial Advisors with opening and maintaining client accounts and records. The role involves administrative tasks, processing applications, and delivering excellent member service in a fast-paced environment.

The ideal candidate has at least five years in customer service within the financial industry, a high school diploma (Bachelor’s preferred), and FINRA SIE certification.

Qualifications

• High School Diploma required.
• Bachelor’s Degree preferred.
• Minimum of five years of customer service and financial industry experience.
• Proficient in Microsoft Office products.
• FINRA SIE exam is required.

Responsibilities

• Process new account applications and maintenance requests for client accounts and records.
• Assist financial advisors with productivity-based campaigns and client projects.
• Build and foster strong client relationships through superior service.
• Handle clerical duties related to opening accounts and maintenance requests.
• Coordinate with broker-dealer, annuity, and fund companies as directed.
• Provide reports and information to financial advisors as requested.
• Identify situations needing escalation to advisors or Branch Manager.
• Schedule client meetings and maintain accurate appointment records.
• Ensure timely handling of client-related requests (checks, wires, address changes).
• Use technology/tools to support time management and efficiency.

Skills

Customer service

Communication

Time management

Education

High School Diploma

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Posting Details

• Posted on July 17, 2026

Locations

• Showing 1 location
• West Chesternull
  1209 West Chester Pike
  West Chester, PA 19382, USA
• On-site
• Investments Division
• Full-Time
• Requisition #: NONRE004079

Description

Job Overview

Are you strong team player who is passionate about providing superior service?

Citadel Credit Union is currently looking to fill an opening for a Non-Registered Client Associate. In this role,the ideal candidate will assist one or more Financial Advisor’s with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients.

Responsibilities

• Process new account applications, and maintenance requests by copying, mailing, scanning, and uploading to broker dealer platform. Review materials for completeness and accuracy.
• Assist advisors in organizing and implementing productivity-based campaigns
• Build and foster strong client relationships through superior member service.
• Perform clerical functions related to opening client accounts, maintenance requests but copying, mailing, scanning, and uploading documents.
• Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
• Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
• Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Provide reports and other information to FA(s), as requested.
• Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
• Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
• As requested, schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
• Work directly with broker-dealer, annuity, and fund companies as directed.
• Utilize available technology and tools to support efficient and effective time management.

Non-registered Client Associates may not volunteer quotes or other stock information to clients.

Qualifications and Education Requirements

• High School Diploma
• Bachelor’s Degree (preferred)
• Minimum of five years of customer service and financial industry experience
• Proficient skills in Microsoft Office products
• FINRA SIE exam is required

Additional Skills/Notes

• Ability to set priorities and handle multiple tasks in a fast-paced work environmen bility to build and foster strong client relationships through strongservice to our members
• Dependable, responsible contributor committed to excellence and success
• Highly motivated self-starter who can work independently with minimal supervisior
• Must display traits such as integrity, work ethic and team-orientation
• Ability to build and foster strong client relationships

Licenses & Certifications

Preferred

Securities Idustr Essntls Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.