Financial Advisor Assistant - Client Services
About The Position
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Client Services Representative to join our team in Pasadena, CA! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager.
Requirements
- Education: High school diploma or GED.
- Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP.
- Previous administrative assistance preferably within the financial services industry.
Responsibilities
- Handling customer relation issues to assist in both the retention and acquisition of assets under management.
- Prioritizing client/prospect contacts to maximize sales efforts.
- Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors.
- Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services.
- Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards.
- Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
