Part Time Client Service Associate

SHELL FEDERAL CREDIT UNION•Deer Park, TX

1d•Onsite

About The Position

The Client Service Associate position is responsible for providing administrative support to the Shell Wealth Services (SWS) program through assorted tasks to enhance current relationships, foster new connections, engage credit union employees, and support business efforts.

Requirements

Minimum 6 months related banking or finance experience
Minimum 2 years college completed, preferred 4-year degree
Solid written and oral communication skills
Relationship building
Proofreading
Organizational skills
Basic business fundamentals
Highly motivated self-starter who can work dynamically with minimum supervision.
Strong interpersonal communication skills and ability to maintain constructive work relationships with staff and members.
Proficient computer skills, including working knowledge of the MS Office Suite.
Ability to work in an open-concept workspace/environment.

Nice To Haves

preferred 4-year degree

Responsibilities

Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions
Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties required by our Broker Dealer
Contact leads through a variety of sources and schedule appointments.
Verify appointments at least one day prior and inform the client of what to bring to the appointment.
Gather factual client-level profile information such as age, address, income, marital status, etc.
Answer, generate and return calls as needed or requested.
Notate all calls in CRM.
Provide readily available account information to clients, such as balance, holdings, and transaction history.
Follow all protocols and requirements for money movements.
Process annual RMD for all members of assigned advisor(s).
Review all submitted paperwork for accuracy and inclusiveness before submission.
Follow up with representative, client, or home office to obtain necessary documentation.
Process checks received and schedule investment appointments as needed.
Track checks anticipated for arrival and call companies with the members when checks are not received.
Maintain prospects and client data including notes, follow-up appointments and periodic review dates.
Gather items and put together kits and marketing materials.
Plan and coordinate marketing events.
Follow CRM process for member contact.
Notate all member contact in CRM.
Mandate is to follow all Broker Dealer Policies
Required to attend annual training sessions as instructed or scheduled.
Perform job duties and responsibilities in compliance to Broker Dealer policies, procedures, philosophy and standards of performance.
Enhance productivity, growth and provide administrative support for the SWS program.
Performs additional duties as assigned.