Wealth Coordinator I

Socket.dev; Montgomery (AL); On-site; USD 42,000 - 66,000; Full time

Job summary

MAX Credit Union in Montgomery, AL seeks a Wealth Coordinator to deliver exceptional client service across channels, support Wealth Advisors, and maintain accurate planning records. You will manage client data, coordinate meetings, and track progress of investment and insurance cases in our CRM.

Join a fast-paced team focused on compliance, onboarding, and cross-functional collaboration to drive client satisfaction and growth.

Responsibilities

• Serves as a first point of contact for clients, delivering exceptional service across all communication channels.
• Maintains CRM systems with meeting notes, client data, and next steps.
• Prepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).
• Tracks annuity, insurance, and investment case progress from submission through approval.
• Supports client onboarding, including data input into planning tools and internal systems.
• Coordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows.

Job description

MAX Credit Union, a Best Company to Work For, is currently seeking a Wealth Coordinator. If you are driven to achieve excellence and thrive in dynamic environments, have expertise in financial services or wealth management, relentlessly pursue accurate and actionable information, communicate clearly and effectively, and continuously seek ways to enhance efficiency (you strive for perfection), are highly organized, goal-focused, and dedicated to hard work, and enjoy a fast-paced, high-variety work setting, we want you on our team.

Essential Functions & Responsibilities:

Serves as a first point of contact for clients, delivering exceptional service across all communication channels.

Assists Wealth Advisors in preparing for and following up on client meetings.

Maintains and updates CRM systems with meeting notes, client data, and next steps.

Executes proactive client touchpoints for birthdays, anniversaries, and financial milestones.

Manages administrative functions including document preparation, appointment scheduling, and department communication.

Prepares and maintains compliance records, ensuring accurate documentation and adherence to internal/external standards (e.g., BSA, Red Flag).

Tracks annuity, insurance, and investment case progress from submission through approval.

Assists in audit preparation and maintains departmental checklists for compliance.

Supports client onboarding, including data input into planning tools and internal systems.

Coordinates advisor calendars, manages scheduling conflicts, and monitors daily workflows.

Compiles and distributes internal reports, campaign metrics, dashboards, and client summaries.

Identifies and logs cross-sell/referral opportunities for high-net-worth members and commercial clients.

Participates in team meetings, processes reviews, and cross-functional initiatives.

Provides onboarding support for new team members and administrative staff.

Offers process improvement suggestions based on daily operations and client feedback.

Maintains a "member first" mindset and consistently upholds company values.