Investment Services Coordinator

Everwise Credit Union•Lincoln, NE

18d

About The Position

Position Summary: The Investment Services Coordinator is responsible for supporting the Wealth Management team by providing essential administrative and service support to ensure efficient operation and successful client management. The incumbent assists Financial Advisors and Wealth Management department with client communication, preparing documents, and handling various administrative tasks to enhance client relationships and contribute to the team’s overall success. Primary Responsibilities and Duties: Assists the Financial Advisors and Wealth Management department with client account management. Prepare and process investment & account documentation. Process orders with Financial Institutions under the direction of the Financial Advisor if appropriately licensed. Maintain accurate and up-to-date client records. Schedule and coordinate the Financial Advisors client meetings and follow-ups. Provide exceptional customer service to clients, addressing inquiries and resolving issues. Support the Financial Advisors in research and data analysis. Assist with promotional activities, client events and seminars. Ensure all client interactions comply with regulatory requirements. Assumes additional responsibilities as necessary for the continued growth, advancement of Everwise. Knowledge/Skills: Excellent communication skills and interpersonal skills. Excellent customer service skills. Strong written communication skills. Strong analytical and problem-solving skills. Attention to detail and accuracy. Basic understanding of investment accounts and services. Proficient in Microsoft Office, specifically Excel, Word, PowerPoint. Minimum Requirements: High School Diploma or GED 1+ years’ experience administrative or customer service experience. Ability to work in a fast-paced environment and manage multiple tasks. Bachelor’s degree in finance or business preferred. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Welcome to Everwise Credit Union Careers! Everwise Credit Union puts people’s needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead—wherever you’re going. Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we’ve expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone—teenagers to retirees, business leaders to the under-served—feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Requirements

Excellent communication skills and interpersonal skills.
Excellent customer service skills.
Strong written communication skills.
Strong analytical and problem-solving skills.
Attention to detail and accuracy.
Basic understanding of investment accounts and services.
Proficient in Microsoft Office, specifically Excel, Word, PowerPoint.
High School Diploma or GED
1+ years’ experience administrative or customer service experience.
Ability to work in a fast-paced environment and manage multiple tasks.

Nice To Haves

Bachelor’s degree in finance or business preferred.

Responsibilities

Assists the Financial Advisors and Wealth Management department with client account management.
Prepare and process investment & account documentation.
Process orders with Financial Institutions under the direction of the Financial Advisor if appropriately licensed.
Maintain accurate and up-to-date client records.
Schedule and coordinate the Financial Advisors client meetings and follow-ups.
Provide exceptional customer service to clients, addressing inquiries and resolving issues.
Support the Financial Advisors in research and data analysis.
Assist with promotional activities, client events and seminars.
Ensure all client interactions comply with regulatory requirements.
Assumes additional responsibilities as necessary for the continued growth, advancement of Everwise.