Financial Services Coordinator

Together Credit Union•Saint Louis, MO

3d•Onsite

About The Position

The Financial Services Coordinator provides client service and operational support within a financial services environment, partnering closely with advisors to deliver a high-quality client experience. The position supports account administration, client relationship management, and business development efforts while ensuring accuracy, efficiency, and compliance.

Requirements

High school diploma or equivalent
1+ years of customer service experience, administrative support and/or relevant transferable experience
Current Life and Health Insurance License, or ability to obtain within 6 months
Current Notary Public and Medallion Signature Guarantee designation, or ability to obtain within 2 months

Nice To Haves

2+ years of direct wealth management operational support experience
Experience working in a credit union, banking, financial services, or other highly regulated environment
Current FINRA registrations, including Series 7 and Series 63
Successful completion of the Securities Industry Essentials (SIE) exam

Responsibilities

Serve as a primary client service contact, ensuring timely, accurate resolution of client requests while delivering a high-quality service experience
Coordinate and support client engagement activities, including preparation of meeting materials and management of advisor schedules to optimize client interactions and time utilization
Support end-to-end account administration processes, ensuring accuracy, timeliness, and adherence to service-level expectations across new accounts, transfers, and maintenance activities
Monitor account activity and operational workflows, proactively identifying and resolving issues related to transactions, documentation, and system alerts
Maintain accurate client and prospect data within CRM and account systems, supporting effective relationship management, reporting, and business development efforts
Support client onboarding and lifecycle management by ensuring complete, compliant documentation and seamless transition from prospect to active client
Complete client communication and engagement initiatives to strengthen relationships, support retention, and enhance the overall client experience
Partner with advisors to support marketing and business development efforts, including campaign tracking, event coordination, and referral management
Ensure adherence to regulatory requirements and internal compliance standards through diligent documentation, recordkeeping, and quality control practices
Collaborate with team members and leadership to enhance operational efficiency, improve workflows, and support a consistent, high-performing office environment