Wealth Management Client Service Specialist

Mountain America Credit Union

West Jordan (UT)

Hybrid

USD 42.000 - 56.000

Vollzeit

Vor 3 Tagen

Sei unter den ersten Bewerbenden

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Zusammenfassung

Mountain America Credit Union in West Jordan, UT, is seeking a Wealth Management Member Service Associate to support Wealth Advisors by handling calls, scheduling appointments, and processing paperwork. You will manage member interactions and third-party communications to strengthen financial relationships.

The role requires knowledge of investment products, FINRA/SEC rules, and CRM/MS Office proficiency. A Bachelor's in business/finance and 1 year in investments are preferred; SIE/Series

Qualifikationen

Bachelor's degree in business, finance or related field (education verified).
Minimum 1 year in a related financial role and in customer service.
Preferred 1 year in investments; licensing (SIE/Series 7/66) encouraged.

Aufgaben

Provide quality service to members, support teams, and third parties to resolve investment questions.
Move money, process checks, account openings/closings, and trade management; schedule appointments.
Coordinate with Broker Dealer for investment trades; maintain CRM records of interactions.
Educate callers on investment processes and regulatory requirements; ensure timely responses.
Assist advisors with calendar management and paperwork to maintain in-good-order status.
Comply with FINRA, SEC and Broker Dealer regulations; generate compliance reports as required.

Kenntnisse

Customer service

Communication skills

Advanced computer skills

Microsoft Office

Ausbildung

Bachelor's degree in business/finance

Tools

CRM software