Financial Advisor Assistant - Client Services at FIREFIGHTERS FIRST FEDERAL CREDIT UNION

Pasadena, California, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jan, 26

Salary

0.0

Posted On

25 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Relations, Sales, Administrative Support, Event Coordination, Compliance, Communication, Phone Support, Meeting Scheduling, Report Preparation, Account Processing, Referral Tracking, Problem Solving, Team Collaboration, Time Management, Attention to Detail, Financial Services

Industry

Financial Services

Description

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Client Services Representative to join our team in Pasadena, CA! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager. Primary Responsibilities: * Handling customer relation issues to assist in both the retention and acquisition of assets under management. * Prioritizing client/prospect contacts to maximize sales efforts. * Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors. * Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services. * Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards. * Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc. Basic Qualifications: * Education: High school diploma or GED. * Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP. * Previous administrative assistance preferably within the financial services industry. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org [career@firefirstcu.org].

Responsibilities

The Client Services Representative provides high-level administrative support, including customer relations, meeting scheduling, and service support for investment products. They also coordinate events and ensure compliance with regulatory standards.