Client Service Associate

Job Title This client-facing role provides general operational support for the department. The Associate will interact with clients, advisors, and service providers to facilitate the smooth administration of accounts. Salary: This position has a base salary range of $60,000.00 - $90,000.00 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role. Role and Responsibilities: Provide administrative and operational support to advisors and general department. Contact and qualify prospects and referrals from other Credit Union business areas. Follow up with the attendees of webinars, seminars, etc., to set appointments with an advisor. Monitor alerts in the LPL Clientworks system. Ensure cash is invested promptly. Review and approve/decline suggested transactions. Act as a first point of contact for advisors for status updates on service requests. Coordinate complex interactions with multiple service providers to ensure client requests are fulfilled smoothly. Prepare new account paperwork packets for client signature. Address ongoing account maintenance requests. Ensure appropriate records are created and client files maintained in accordance with regulatory standards. Configure new accounts, including entering appropriate model assignments, fee schedules, and reporting conventions as needed. Assist new clients with accessing their accounts, and the various tools and resources available to them. Maintain BCU Wealth Advisors content library. Ensure compliance standards are observed, and secure appropriate approvals prior to use. Monitor General Inquiry shared mailbox, answering questions and responding to member requests. Manage and maintain the general phone queue, provide prompt and courteous assistance to members and clients. Address inquires, resolve conflicts and redirect requests to appropriate resources. Other tasks as assigned. Qualifications and Education Requirements: High school diploma or equivalent required. Bachelor's degree preferred. 5+ years' experience in related field. Understanding of investment products and services helpful. Series 65 preferred. Strong computer skills with the ability to quickly learn new software programs. Fully capable in Microsoft Office (Excel, Word, PowerPoint). Strong written and verbal communication skills with the ability to interact with others in a positive manner. Able to identify process weaknesses and recommend enhancements. Experience in planning client events. BCU Shared Values: We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization. We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner.