Wealth Management Client Relations Associate

Citadel Credit Union; West Chester (Chester County); On-site; USD 60,000 - 75,000; Full time

Job summary

Citadel Credit Union seeks a Registered Client Associate to support Advisors by building strong client relationships and coordinating financial services. You will process applications, manage campaigns, and handle day-to-day operations with a focus on accuracy and client satisfaction.

You will work closely with wealth management staff, branch partners and Senior Financial Advisors, ensuring compliance and timely responses while contributing to growth and efficiency across the client base.

Qualifications

• High School Diploma; 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 6 months in role.
• Proficient skills in Microsoft Office products.

Responsibilities

• Build and foster strong client relationships through superior member service.
• Process new account applications and financial/maintenance requests.
• Connect with others to foster trust and collaboration.
• Utilize technology and tools to support time management.
• Assist Advisors in organizing productivity-based campaigns.
• Mailings and reporting to clients, including review letters and referrals.
• Follow up on outstanding requests with fund/insurance companies.
• Manage lead queue and provide status updates.
• Create financial reports and lead tracking.
• Resolve BTRs in a timely manner.
• Take buy/sell orders and place with broker/dealer for execution.
• Work with Broker/Dealer, Annuity and Fund Companies as needed.
• Schedule client meetings and keep advisor calendars updated.
• Comply with Citadel and broker-dealer procedures.
• Perform other duties as assigned.

Skills

Customer service

Time management

Relationship building

Communication

Teamwork

Attention to detail

Education

High School Diploma

Bachelor's degree preferred

SIE exam

Series 6 and 63 licenses or ability to obtain within 6 months

Tools

Microsoft Office

Job description

Citadel Credit Union seeks a Registered Client Associate to support Advisors by building strong client relationships and coordinating financial services. You will process applications, manage campaigns, and handle day-to-day operations with a focus on accuracy and client satisfaction.

You will work closely with wealth management staff, branch partners and Senior Financial Advisors, ensuring compliance and timely responses while contributing to growth and efficiency across the client base.