Wealth Management Client Services Associate

Citadel Credit Union; West Chester (Chester County); On-site; USD 60,000 - 80,000; Full time

Job summary

Citadel Credit Union in West Chester, PA is seeking a Registered Client Associate to support Advisors and grow client relationships. You will process new accounts, assist with campaigns, and handle daily operational tasks while delivering superior member service.

You will collaborate with Wealth Management staff and branch partners, manage meeting schedules, and ensure accurate records and timely follow-ups on requests and transfers.

Qualifications

• 5 years of customer service and financial industry experience.
• SIE exam required.
• Series 6 and 63 licenses, or ability to obtain within 6 months in role.
• Bachelor's degree preferred; high school diploma required.
• Proficient in Microsoft Office.
• Strong interpersonal skills and service orientation.

Responsibilities

• Build strong client relationships through superior service.
• Process new accounts and maintenance requests; ensure completeness.
• Schedule client meetings and maintain calendar accuracy.
• Support Advisors with productivity campaigns and follow-ups.
• Manage lead queue and provide status updates.
• Take buy/sell orders with registered B/D for funds/annuities.
• Ensure compliance with Citadel's and broker-dealer procedures.

Skills

Customer service

Microsoft Office

Relationship building

Time management

Education

High School Diploma

Bachelor's Degree

Job description

Citadel Credit Union in West Chester, PA is seeking a Registered Client Associate to support Advisors and grow client relationships. You will process new accounts, assist with campaigns, and handle daily operational tasks while delivering superior member service.

You will collaborate with Wealth Management staff and branch partners, manage meeting schedules, and ensure accurate records and timely follow-ups on requests and transfers.