Fleet Client Services Specialist managing customer maintenance transactions lifecycle and providing excellent service. Automating scheduling and communicating with Field Operations to enhance customer experience.
About the role
- Client Service Associate for a credit union managing member inquiries and advisor support. Resolving account discrepancies, coordinating meetings, and ensuring compliance with regulatory standards.
Responsibilities
- Serve as the first point of contact for both prospective and existing credit union members, as well as external business partners, addressing inquiries, appointment scheduling, and follow-up communications.
- Prepare and distribute client meeting materials, follow-up communications, and documentation.
- Maintain confidentiality and professionalism in all member interactions.
- Resolve member account discrepancies by performing file maintenance and making necessary account changes.
- Assists with the escalation of complex transactions when required.
- Informs members about credit union technology services and offerings.
- Assists members with troubleshooting technology-related transactions and issues.
- Manage calendars, coordinate meetings, and track deadlines for Financial Advisors.
- Assist with onboarding new clients, including gathering required documentation and setting up profiles.
- Complete mutual fund trade tickets, place trades, and monitor for settlement.
- Process paperwork for annuities and life products.
- Review all submitted paperwork for accuracy and completeness before submission.
- Set up brokerage accounts and monitor trade activity for accuracy.
- Assist in marketing mailings, branch promotions, and seminars.
- Maintain ongoing knowledge of credit union products and services in order to effectively cross sell to members when appropriate.
- Ensure all documentation is complete, accurate, and compliant with internal policies and regulatory standards.
Requirements
- Associates or better in Accounting or related field.
- 3-5 years of relevant professional experience is required.
- Must possess or be able to obtain a notary license as part of job responsibilities and secure the GA Life and Health license within 12 months of hire.
- Excellent organizational skills and the ability to manage multiple tasks simultaneously.
- Outstanding written and verbal communication abilities.
- Proficient in Microsoft Office Suite and CRM platforms such as Salesforce and Redtail.
- Demonstrates a high level of discretion and integrity.
- Preferred: Securities Industry Essentials, NASD Series 7, and Series 66 registrations preferred.
- Strong mathematical skills are preferred.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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