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Investment Services Professional
4 weeks ago
The Consumers Credit Union team is seeking a highly motivated Investment Services Professional to enhance member relationships and advance their career in the field. As a key member of our team, you will provide exceptional service, maintain relationships with members, and communicate with team members on referrals. Your responsibilities will include assisting financial advisors with various tasks, submitting marketing documents into our compliance portal, and participating in mentor sessions, panels, and role-specific training. You will also have the opportunity to work with a diverse team in one of the Best & Brightest Companies and develop an individual development plan. Key qualifications include a college junior or equivalent, excellent written and verbal communication skills, and knowledge of current technology. If you are a team player with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Assist financial advisors with various tasks
- Maintain relationships with members and confirm scheduled appointments
- Communicate with team members on referrals
- Submit marketing documents into our compliance portal
- Participate in mentor sessions, panels, and role-specific training
- College junior or equivalent
- Excellent written and verbal communication skills
- Knowledge of current technology
