Client Service Associate

Position
Client Service Associate
Job Code-5523
req5404
Virginia Avenue
Full Time

Job Description
Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work! Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team.

• Perform professional-level administrative support and tier one phone coverage for Delta Community Retirement & Investment Services’ (DCR&IS) to assist with member servicing (address changes, inquiries on accounts, account changes, identification of beneficiaries, etc.) and schedule appointments
• Enter data and maintain client relationship management (CRM) database in accordance with regulatory requirements
• Make follow-up phone calls, appointment reminder calls and manage mailed-in items and correspondence
• Exhibit attention to detail in the maintenance of advisor calendars and actively pursue “no-show” appointments for reschedule
• Assist in coordinating client events such as workshops, to include assembling of workshop materials, making room arrangements, ordering and/or purchasing refreshments for attendees, confirming attendance, and providing on-site support during the event.
• Follow established policies and procedures according to high standards of honesty, fairness, and integrity
• Stay current on all products/services, compliance requirements, and technology resources
• Position may offer work from home opportunities, pending specific performance and departmental needs.

• This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
• This job description is subject to change at any time

Position may offer work from home opportunities, pending specific performance and departmental needs.

Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

• High School diploma or equivalent
• If not fully licensed at time of employment, will be required to complete the following:

• Maintain strict code of confidentiality, and strong research and problem -solving skills
• Working knowledge of MS Excel and MS Word
• Ability to perform well under pressure and handle multiple priorities
• Demonstrated sales skills aptitude
• Willing to travel to Atlanta-area branches and work evenings and weekends as needed
• Able to lift 50 pounds
• General knowledge of regulatory compliance necessary to successfully perform job responsibilities
• Experience with data aggregation, manipulation and contact relationship management systems
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulation

• FINRA Securities Industry Essentials® (SIE®) exam completed
• Bachelor's degree in business or related field
• 2 years of credit union or financial services and client phone experience
• Working knowledge of Symitar
• Working knowledge and understanding of credit union and broker/dealer products, services, policies and procedures
• FINRA Series 7, 63 and/or 66
• Life, Accident & Sickness Insurance license