Wealth Coordinator I: Client Services & Compliance

MAX Credit Union

Montgomery East (AL)

On-site

USD 45,000 - 75,000

Full time

9 days ago

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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.