Hybrid Client Service Associate

at Georgia United Credit Union

• Job title: Client Service Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Duluth, United States

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