Client Services Representative - Wealth Management
About The Position
Firefighters First Federal Credit Union is hiring a Client Services Representative for its Investment Services team in Pasadena, California. The role provides comprehensive support to Financial Advisors and the Program Manager for investment- and insurance-related products, with the goal of improving office efficiency, productivity, and client/member service. The position supports client outreach and appointments, client relationships and service requests, account onboarding and documentation, operational workflows, client reviews, and compliant recordkeeping. It also supports organizational initiatives, cross-functional projects, and other assignments as needed. The credit union serves the firefighter community and describes itself as the nation’s largest exclusive firefighter credit union. It emphasizes exceptional member service, employee investment and professional growth, and impact in the firefighter community.
Requirements
- High school diploma or GED.
- Licensed or required to obtain licensing: Life & Health, SIE, FINRA Series 7, and Series 66 (or Series 63 and 65).
Nice To Haves
- College degree preferred.
- Previous investment services experience preferred.
Responsibilities
- Coordinate and prioritize client prospect outreach, schedule appointments, provide telephone coverage, manage Financial Advisor calendars, and direct branch referrals to the appropriate Financial Advisor.
- Build and maintain client relationships by resolving service issues, responding to investment and insurance inquiries, and identifying opportunities to promote credit union products and services.
- Process client onboarding and account documentation through investment and insurance systems, verifying accuracy and completeness.
- Provide client support that may include sorting and distributing mail, researching member data, updating beneficiaries, processing contributions and distributions, assisting with online access setup, preparing required minimum distributions, consolidating statements, and handling related service requests.
- Manage core-system and CRM operational workflows, research member information for Financial Advisors, and perform checks and balances to maintain accurate client data and timely follow-up.
- Manage the client review process and prepare client reviews and meeting presentations by gathering and preparing investment and insurance product performance information.
- Maintain accurate and complete records in accordance with FINRA, SEC, and organizational requirements.
- Participate in and support organizational initiatives, cross-functional projects, and other assignments that advance strategic priorities and operational objectives.
Benefits
- Competitive salary with a pay-for-performance bonus.
- Fully paid medical, dental, and vision benefits for employees.
- Fully paid life insurance, AD&D, and short- and long-term disability coverage.
- 401(k) plan with a 3% safe harbor contribution and matching program of up to 4%.
- Education reimbursement up to $5,250 annually and a 0% education loan assistance program.
- Pet insurance.
- Three weeks of PTO annually, including 2½ days of float time.
- Nine paid holidays plus two half days.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
