Wealth Management Associate

2 months ago

West Chester, United States Atria Wealth Solutions Full time
Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Citadel Credit Union is seeking a Wealth Management Associate in the West Chester, PA area.

Job Overview

As a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

Responsibilities
  • Build and foster strong client relationships through superior member service.
  • Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy.
  • Connect with others in a way that fosters trust and creates collaborative relationships.
  • Utilize available technology and tools to support efficient and effective time management.
  • Assist Advisors in organizing and implementing productivity-based campaigns.
  • Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
  • Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company.
  • Manage lead queue, address leads promptly and provide detailed status updates.
  • Create financial reports and tracking of leads.
  • Back to Reps (BTR’s) - resolve BTR’s in a timely manner
  • Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
  • Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate.
  • Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar.
  • Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures.
  • Perform other duties as assigned.

Qualifications and Education Requirements
  • High School Diploma.
  • Bachelor’s Degree (preferred)
  • 5 years of customer service and financial industry experience.
  • Series 6 and 63 licenses, or ability to obtain within the first 6 months in role.
  • Proficient skills in Microsoft Office products.
  • Sincere interest in providing outstanding member service.

Additional Skills/Notes
  • Ability to set priorities and handle multiple tasks in a fast-paced work environment.
  • Dependable, responsible contributor committed to excellence and success.
  • Highly motivated self-starter who can work independently with minimal supervision.
  • Must display traits such as integrity, work ethic and team-orientation.
  • Sincere interest in providing outstanding member service.
  • Ability to build and foster strong client relationships through strong member service.
Work Environment

The noise level in the work environment is usually moderate.  Employees may experience swings in work-related demands placed upon them by members.

Physical Demands

While performing the duties of this job, the employee is regularly required to type and use a computer.  In addition, the employee may frequently lift and/or move up to 10 pounds.

EEO Statement

Citadel is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Representatives are employed by Citadel Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. To learn more about CFS, please visit www.cusonet.com.  

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked as one of the top broker-dealers in the industry, we work with many of the top financial institutions throughout the country.

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