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Client Associate

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Atria Wealth Solutions

Join a Winning Team!Through its relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Client Associate to support one of our advisors Indiana the Allentown, Pennsylvania area.American Samoa a Client Associate, you become part of the credit union environment providing support to the Financial Advisor and help to build member relationships. The position is responsible for support and coordination of all activities related to client service, processing of paperwork, and coordination of business development activities, American Samoa well American Samoa contribution to sales if appropriately licensed.CFS (Member / ) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to get there. We are led by visionary financial services leaders who see farther. We’re ranked American Samoa one of the top broker-dealers Indiana the industry and we work with some of the top financial institutions Indiana the country. We invite you to join our winning team!Established Indiana 1959, First Commonwealth Federal Credit Union has over $1 billion Indiana assets and more than 71,000 members. First Commonwealth Federal Credit Union is headquartered Indiana Allentown and is the 12th largest credit union Indiana the state of Pennsylvania. It is also the 412th largest credit union Indiana the nation. To learn more, visit https://www.firstcomcu.org/.SUMMARY: Provides support, coordinates, and conducts client sales support and service activities for Representative and Investment Program Indiana an effort to increase investment program growth.ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following.

  • Follows up on any appointment leads (website, seminars, etc.)
  • Calls clients and prospects and makes appointments for the representative.
  • Processes incoming client mail, paperwork, and other items to support the representative.
  • Assists representative with back to representative administrative items.
  • Maintains calendar for the representative.
  • Performs administrative duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items which may include prioritizing emails and voice mails, scheduling related appointments, and/Oregon conducting the necessary follow up to the emails Oregon voice mails (remaining compliant for a non-registered person).
  • Works with compliance to administer and track any advertising approvals American Samoa needed.
  • Prospects for clients within clearly defined markets.
  • Manages scheduling, planning, and tracking of attendees for seminars and workshops.
  • Assists with representative Oregon member travel arrangements, directions, and other travel-related items.
  • Fosters and supports relationships with clients.
  • Listens effectively and empathetically to Registered Representatives, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client Oregon representative.
  • Works closely with other administrative personnel and assistants to build program.
  • Supports entire program and pitches Indiana when other assistant(s) are out, if applicable.
  • Sets and keeps consistent office hours.
  • Supports CFS Mission and Corporate Values
  • Other projects and duties may be assigned.

QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/Oregon ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Associate degree (A. A.) Oregon equivalent from two-year College Oregon technical school; Oregon three years related experience and/Oregon training; Oregon equivalent combination of education and experience Indiana sales of investment products (ideally Indiana a bank/credit union environment). And have a willingness to continue with professional growth American Samoa required.
  • Possess Oregon ability to obtain FINRA Series 7, 63/65 Oregon 66 licenses, along with Life, Accident and Health Insurance licenses within a specified period of time.
  • Basic knowledge of Microsoft Office is required (i.e., Word, Excel, and Outlook).
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, Oregon governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Utilizes active listening skills and effectively presents information to and/Oregon responds appropriately to questions from groups of managers, clients, customers, and the general public.
  • Ability to add, subtract, multiply, and divide Indiana all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to apply common sense understanding to carry out instructions furnished Indiana written, oral, Oregon diagram form. Ability to deal with problems involving several concrete variables Indiana standardized situations.
  • All employees must disclose any criminal history with CUSO Financial Services, LP (“CFS”). All individuals will be fingerprinted, American Samoa mandated by the FINRA Books and Records rule. All fingerprint submissions are processed through the Federal Bureau of Investigations and Department of Justice and results are returned to CFS via electronic notification. Any criminal history not previously disclosed to CFS can result Indiana disciplinary action, up to and including immediate termination.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, Oregon feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb Oregon balance; and stoop, kneel, crouch, Oregon crawl. The employee must occasionally lift and/Oregon move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

SALARY RANGE$18-$21 an hour depending on experience and qualifications.WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level Indiana the work environment is usually quiet.EOE**Representatives are employed and registered through CFS (Member / ). To learn more about CUSO Financial Services, LP visit .CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to help get you there. We are led by visionary financial services leaders who see farther. Ranked American Samoa one of the top broker-dealers Indiana the industry, we work with many of the top financial institutions throughout the country.Powered by JazzHR

Job title: Client Associate

Company: Atria Wealth Solutions

Expected salary: $18 – 21 per hour

Location: Allentown, Pennsylvania

Job date: Thu, 21 Mar 2024 02:03:03 GMT