Wealth Coordinator I

MAX Credit Union; Montgomery East (AL); On-site; USD 45,000 - 75,000; Full time

Job summary

MAX Credit Union in Montgomery, AL is seeking a Wealth Coordinator to deliver exceptional client service and support Wealth Advisors. The role centers on accurate data handling, cross-channel communication, and timely follow-ups to keep client meetings productive.

You will maintain CRM records, log milestones, and help ensure compliance with standards such as BSA. This fast-paced position offers the chance to impact high-net-worth relationships through organized workflows and proactive client

Qualifications

• Demonstrated client service experience in financial services.
• Strong organizational skills and attention to detail.
• Excellent communication across phone, email, and in-person channels.

Responsibilities

• Serves as a first point of contact for clients across all channels.
• Assists Wealth Advisors in preparing for and following up on client meetings.
• Maintains CRM with meeting notes, client data, and next steps.
• Executes proactive client touchpoints for birthdays, anniversaries, and milestones.
• Prepares and maintains compliance records (e.g., BSA, Red Flag).
• Tracks progress of annuity, insurance, and investment cases from submission to approval.
• Coordinates advisor calendars and schedules; supports onboarding.
• Compiles and distributes internal reports and client summaries.

Skills

Customer service

CRM software

Communication

Tools

CRM software

Job description

Chantilly
11020 Chantilly Parkway
Montgomery, AL 36117, USA

Chantilly
11020 Chantilly Parkway
Montgomery, AL 36117, USA

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.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.