Wealth Team Coordinator
2 weeks ago
San Mateo Credit Union is seeking a highly skilled and motivated Wealth Team Coordinator to join our team. As a key member of our Wealth Management department, you will play a critical role in driving lead generation, providing support to our Wealth Advisors, and building strong client relationships.
Key Responsibilities:- Drive lead generation activities, including effective partnerships with member contact areas, staff trainings, and referral contests.
- Build and maintain relationships with key point persons at each location, providing them with tips, follow-up, and recognition to ensure effective lead generation.
- Proactively make outbound calls to potential leads and existing clients to build strong relationships and drive business growth.
- Provide administrative sales support for our Wealth Advisors, including follow-up with existing clients, accurate data input, and other administrative tasks as needed.
- Handle routine client inquiries and work with back-office support personnel to ensure high-quality service and client satisfaction.
- Exceptional customer service skills and ability to work well with all levels of internal management and staff.
- Professional oral, written, and interpersonal skills necessary for communicating with clients, visitors, callers, vendors, and co-workers.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
- Two years of experience in the financial services industry or as an administrative assistant preferred.
- FINRA Series 7, 63, 65, or 66 licenses preferred but not required.
- Competitive salary and benefits package, including bilingual pay incentives.
- Opportunities for professional growth and development in a dynamic and collaborative environment.
- A chance to work with a community-centric and growth-oriented financial institution that values diversity, equity, and inclusion.
San Mateo Credit Union is an Equal Opportunity Employer. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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