Wealth Advisory Support Specialist 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

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