Senior Associate Client Services Coordinator

Alliant Credit Union•Chicago, IL

1d•$52,300 - $81,300•Hybrid

About The Position

This role involves assisting clients with administrative questions and routing them to financial advisors. Key responsibilities include scheduling appointments, making reminder calls, scheduling reviews, and tracking staff referrals. The position also supports the marketing of retirement and investment services programs, prepares for seminars, handles correspondence, manages calendars, and monitors supplies. A crucial aspect is ensuring brokerage account paperwork is in order and compliant, and tracking staff referrals to ensure understanding of the process. The role also involves preparing seminars and webinars, setting up appointments, organizing new member file kits, completing applications, maintaining the client database, and scheduling follow-up appointments.

Requirements

Minimum 2 Years Customer service, sales or related experience.

Responsibilities

Assist clients with questions by answering administrative questions or routing the client to a financial advisor.
Schedule member appointments for the financial advisor.
Make appointment reminder calls.
Schedule reviews.
Route and track staff referrals.
Assist in the marketing of the retirement and investment services program with credit union employees and members.
Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars.
Monitor the supply of marketing and compliance materials and provides functional support for the program.
Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
Coordinate and ensure supplies are stocked and current.
Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms.
Promote the program to credit union employees and members.
Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars.
Provide administrative support for the retirement and investment services program.
Work with the financial advisor to ensure brokerage account paperwork is in order and compliant.
Track staff referrals and work with staff to ensure that they understand the referral process.
Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
Schedule and coordinate appointments for the financial advisor.
Put together new member file kits for appointments.
Help to complete applications to send new accounts to the brokerage home office.
Organize and maintain the client database, enter notes and schedule follow-up appointments.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act.
Ensure compliance with all applicable state and federal laws, company procedures and policies.
Maintain integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; comply with Privacy Act directives.