Wealth Client Associate: Growth & Service

Citadel Federal Credit Union; West Chester (Chester County); On-site; USD 60,000 - 95,000; Full time

Job summary

Citadel Federal Credit Union in West Chester, PA seeks a Registered Client Associate to support Advisors, manage client relationships, and process accounts. You will help market and grow client relationships while coordinating daily operational tasks.

The role emphasizes service excellence, use of broker-dealer tools, and compliance with FINRA rules. Bachelor’s degree preferred; SIE and Series 6/63 licensing pursued within 6 months.

Qualifications

• High School Diploma required.
• Bachelor’s Degree preferred.
• 5 years of customer service and financial industry experience.
• Securities Industry Essentials (SIE) exam is required.
• Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
• Proficient skills in Microsoft Office products.
• Sincere interest in providing outstanding member service.

Responsibilities

• Build and foster strong client relationships through superior member service.
• Process new account applications, financial and maintenance requests; review for completeness and accuracy.
• Schedule appointments for client meetings and maintain accurate records of appointments in advisor’s calendar.
• Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance).
• Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.

Skills

Customer service

Time management

Relationship building

Communication

Education

High School Diploma

Bachelor’s Degree (preferred)

SIE exam

Series 6

Series 63

Tools

Broker-Dealer platform

Microsoft Office

Job description

Citadel Federal Credit Union in West Chester, PA seeks a Registered Client Associate to support Advisors, manage client relationships, and process accounts. You will help market and grow client relationships while coordinating daily operational tasks.

The role emphasizes service excellence, use of broker-dealer tools, and compliance with FINRA rules. Bachelor’s degree preferred; SIE and Series 6/63 licensing pursued within 6 months.