Wealth Management Client Services Representative
1 month ago
At Vantage Credit Union, we are seeking a highly skilled and dedicated Wealth Management Client Services Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client support and service to our members.
Key Responsibilities:- Handle inbound calls from members, clients, and investment companies, providing comprehensive support and assistance.
- Initiate outbound calls to maintain relationships with existing members, clients, and prospects, coordinating appointments and managing Advisor schedules efficiently.
- Provide support for Credit Union IRA administration, including member communication, processing account transactions promptly and accurately, and supporting branch IRA processors.
- Facilitate effective communication and training sessions for branch staff on investment referrals and the Credit Union IRA program.
- Collect and analyze data from a variety of sources, ensuring accuracy and relevance for making informed calculations and decisions.
- Assist with the execution of financial plans by preparing and processing forms to open new accounts, and diligently follow up on the setup of new client accounts and profiles.
- High School Diploma or GED required. One to two years of financial institution experience or investment industry experience is preferred.
- Missouri Life & Health Insurance license is preferred. If not already held, the individual must be willing to obtain life insurance license within one year of obtaining the position.
- The individual must be willing to obtain a FINRA SIE, FINRA Series 7 & 66 registrations within two years of obtaining the position.
The position requires the following physical activities within varying environmental conditions:
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period.
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
- Work will be in a commercially reasonable temperature-controlled environment.
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
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