Wealth Management Operations Specialist

Coasthills Federal Credit Union; Santa Maria (CA); On-site; USD 30,000 - 34,000; Full time

Job summary

CoastHills Federal Credit Union seeks a Wealth Management Operations Associate in Santa Maria, CA. You will provide advanced operational support for Wealth Management clients, ensuring a positive experience and exceptional service.

The role involves data analysis, processing accounts, and supporting marketing and client communications. Knowledge of securities and insurance products and proficiency with MS Office and CRM tools are required.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• Fluency in Spanish preferred, encompassing both verbal and written knowledge.
• Knowledge of securities, insurance products, and related laws.
• Proficiency with MS Office and CRM systems.

Responsibilities

• Gathers and analyzes data with technical and professional expertise.
• Responds to clients’ inquiries and completes forms and documents.
• Processes new accounts, transfers, beneficiary changes, contributions, and redemptions with accuracy.
• Maintains CRM and LPL Financial software for daily operations.
• Coordinates marketing activities related to securities and insurance products.

Skills

Spanish (bilingual)

Customer service

Education

Bachelor’s degree or equivalent

CA Notary License (preferred)

FINRA Series 7 (preferred)

California Life and Health Insurance License (preferred)

Tools

MS Office

CRM systems

LPL Financial software

Job description

CoastHills Federal Credit Union seeks a Wealth Management Operations Associate in Santa Maria, CA. You will provide advanced operational support for Wealth Management clients, ensuring a positive experience and exceptional service.

The role involves data analysis, processing accounts, and supporting marketing and client communications. Knowledge of securities and insurance products and proficiency with MS Office and CRM tools are required.