Client Services Representative - Wealth Management

FIREFIGHTERS FIRST FEDERAL CREDIT UNION • Pasadena, CA

1d • Onsite

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 products, helping improve office efficiency, productivity, and client/member service. The representative coordinates client outreach and appointments, supports client relationships and service requests, processes onboarding and account documentation, manages operational workflows, prepares client reviews, and maintains compliant records. The position also supports organizational initiatives and cross-functional projects as needed.

The credit union serves the firefighter community and describes its workplace as a team that values employees, invests in professional growth, and makes an impact in that 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 route 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, including sorting and distributing mail, researching member data, updating beneficiaries, processing contributions and distributions, helping clients set up online access, preparing required minimum distributions, consolidating statements, and handling related service requests.
• Manage core-system and CRM operational workflows, research member information for Financial Advisors, complete checks and balances, maintain accurate client data, and support timely follow-up.
• Manage the client review process and prepare client reviews and meeting presentations by gathering and preparing investment and insurance performance information.
• Maintain accurate and complete records in compliance 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 from the credit union and matching program of up to 4%.
• Education reimbursement of 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.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED