Registered Sales Assistant II

OneAZ Credit Union; Phoenix (AZ); On-site; Full time

Benefits offered by this job

Generous paid time off

Low-cost Medical, Dental & Vision

401(k) with employer match

Collaborative culture

Job summary

OneAZ Credit Union is seeking a Wealth Management Operations Associate to support back-office client services at our corporate office in Phoenix. You will manage relationships, place trades, process paperwork, and coordinate with Wealth Advisors to ensure accuracy and timely execution.

The ideal candidate will have 3–5 years of investments/wealth management experience in a financial institution, strong Microsoft Office skills, CRM familiarity (Salesforce preferred), and excellent attention to

Qualifications

• 3–5 years of experience in investments/wealth management within a financial institution.
• Experience with in-person, phone, and virtual client interactions.
• Proficient in Office software and CRM systems.

Responsibilities

• Answers incoming calls and updates client account requests.
• Schedules and confirms appointments with Wealth Advisors.
• Maintains client profiles and routes referrals for qualification.
• Monitors Wealth Management inboxes and sends follow-up communications.
• Supports marketing initiatives and outbound client development activities.
• Processes and tracks paperwork in core systems and CRM.

Skills

Client service

Phone communication

CRM (Salesforce)

Microsoft Office

Attention to detail

Organizational skills

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office

Job description

Location

2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

Overview

Join Us in Making an Impact

At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!

You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together.

What You’ll Do

This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027.

Responsible for all back‑office support of the Wealth Advisors (WA's) including building and maintaining prospective and current client relationships through excellent customer service, organization and attention to detail. General working knowledge of investment industry with the ability to conduct necessary conversations, place trades, verbal and written communication and provide full account assistance for clients and wealth management team.

Essential Functions

• Answers incoming calls, assists with client account update requests, and/or routes calls to the appropriate area
• Calls investment services clients to schedule appointments, reviews, and confirm appointments
• Completes profile referrals for qualification and arranges appointments with assigned Wealth Advisors
• Monitors Wealth Management inboxes
• Emails pre‑screening questionnaires, thank you letters to prospects, and welcome packs to new clients
• Checks mail and schedules FedEx pickups
• Mails out correspondence to clients including, but not limited to, review notices and birthday letters
• Completes monthly non‑electronic correspondence required by broker dealer, LPL Financial
• Verifies member referrals are updated daily/weekly
• Verifies that new clients are synced in core system and Customer Relationship Management (CRM) system
• Verifies that paperwork has been sent to and received by appropriate parties in good order from start to completion
• Assists in business development initiatives through client outreach, marketing assistance and planning
• Assists in the implementation of ongoing marketing initiatives for the department
• Makes outbound calls on warm lead lists to prescreen prospects, set appointments, and performs follow up on event campaigns
• Processes and resolves operational items, including not‑in‑good‑order processing, status inquiries, notifications, communication, and broad support for Wealth Advisors

What You Bring

• High School Diploma or GED Required
• Bachelor’s Degree Preferred.
• 3‑5 years similar or related experience of working in investments/wealth management in a financial institution required.
• 3‑5 years similar or related experience in in‑person, phone and/or virtual experience with clients.
• High computer and office equipment‑usage proficiency High.
• Experience with Microsoft Office (Excel, Word, and PowerPoint) or similar software High.
• Experience with Salesforce customer relationship management (CRM) software or similar package (preferred) Medium.
• High attention to detail and accuracy Medium.
• Must be highly organized and a self‑starter Medium.
• Proficient Ability to:
  • Identify, research, and solve problems quickly
  • Interact with co‑workers, dealers, members and clients in a highly professional manner
  • Listen effectively, learn quickly, and organize work
  • Shift quickly to new tasks when priorities change
• Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time, Low‑cost Medical, Dental & Vision plans
• Target hiring range $27.32/hr. – $34.15/hr. (Depending on experience and prior to any incentives this position is eligible for)

Why Join OneAZ?

At OneAZ, we’re not just a credit union; we’re a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank for new pioneers.

We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.

Additional Notes

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency‑regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti‑Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

As set forth in OneAZ Credit Union’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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