Client Service Associate I at Northwest Federal Credit Union

Herndon, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

0.0

Posted On

09 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Attention To Detail, Time Management, Interpersonal Skills, Written Communication, Data Analysis, Problem Solving, Collaboration, Relationship Building, Financial Planning, Customer Relationship Management, Regulatory Knowledge, Administrative Support, Trade Execution, Report Generation, Calendar Management

Industry

Banking

Description

Overview The Client Service Associate I provides direct support to the Wealth/Financial Advisor(s). The CSA’s job is to help enhance the client experience by servicing the client’s needs and providing administrative support to the Advisor in their daily business practices. Knowledge of firm policies, procedures and technology allows the CSA I to interface with clients and prospects, anticipate their needs, resolve their problems, and follow through to provide exceptional service. The CSA I should support the firm’s initiatives and maintain risk awareness and regulatory knowledge. Responsibilities Prepare new account applications and all other pertinent documents Prepare reports and other materials for client or prospect meetings Answer client phone calls and provide necessary assistance Deliver outstanding client service Greet clients in the office Accept (with appropriate licensing and registration) and execute trade requests Research and resolve notifications Participate in team meetings and support staff meetings Generate and review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming periodic distributions, listing of paperwork not returned from clients, etc. Schedule annual advisory client review meetings and assist advisor with recording reviews into CRM Management of the Advisor’s calendar Attend and support Advisor’s client events and seminars/webinars Preparation and tracking of life insurance applications Coordination of various tasks with Operations team as necessary Ensure account document and database accuracy Financial planning and/or customer relationship management systems Other duties as assigned Adhere to Bank Secrecy Act (BSA) regulations and all related Credit Union policies and procedures Qualifications Required Bachelor’s degree in Business related field or equivalent experience Minimum 2 years of experience in investment/wealth industry Prior experience providing excellent customer service and the ability to show a high level of attention to detail Must be able to work independently with minimal supervision Ability to review and analyze or interpret data and documentation and to make decisions regarding subsequent actions Accuracy, detail-orientation & time management Ability to use financial planning and/or customer relationship management systems Strong interpersonal and written communication skills Ability to prioritize activities to meet deadlines Strong collaboration and relationship building skills Ability to interact effectively with all levels of the organization and/or the public Must be able to work onsite in Herndon, VA Headquarters Must be able to work the hours of M-F 8:00am-4:30pm Preferred FINRA Series 6 and 63 security licenses Experience in corporate financial services setting Experience supporting financial services teams An understanding of investment or wealth management process Additional Compensation Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match. EEO Notice Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law. NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.

Responsibilities

The Client Service Associate I provides direct support to Wealth/Financial Advisors by enhancing the client experience and servicing client needs. Responsibilities include preparing account applications, answering client calls, executing trade requests, and managing the advisor's calendar.