Wealth Coordinator: Client Success & Operations

Default Brand; Montgomery (AL); On-site; USD 45,000 - 75,000; Full time

Job summary

MAX Credit Union is seeking a Wealth Coordinator in Montgomery, AL to deliver exceptional client service and support Wealth Advisors in meetings and planning. The role emphasizes precise data handling, proactive client communications, and rigorous CRM maintenance.

The position requires strong organizational skills, a client-first mindset, and the ability to work in a fast-paced financial services environment. This is a full-time, on-site role within the Wealth Management team.

Qualifications

• Must deliver exceptional client service across channels.
• Strong communication and interpersonal skills.
• Highly organized with a focus on accuracy.

Responsibilities

• Serve as the first point of contact for clients.
• Assist Wealth Advisors in meeting prep and follow-up.
• Maintain CRM records with client data and next steps.
• Log client milestones and proactive touchpoints.
• Support onboarding and scheduling for the team.
• Prepare compliance documentation and maintain checklists.
• Coordinate calendars and daily workflows.
• Produce internal reports and client summaries.

Skills

Customer service

Communication

Detail-oriented

Organizational skills

CRM experience

Tools

CRM systems

Job description

MAX Credit Union is seeking a Wealth Coordinator in Montgomery, AL to deliver exceptional client service and support Wealth Advisors in meetings and planning. The role emphasizes precise data handling, proactive client communications, and rigorous CRM maintenance.

The position requires strong organizational skills, a client-first mindset, and the ability to work in a fast-paced financial services environment. This is a full-time, on-site role within the Wealth Management team.