Part-Time Wealth Management Member Service Associate

Mountain America Credit Union • West Jordan, UT

21d • Onsite

About The Position

Job Summary Support the Wealth Advisors and customer service efforts within the Wealth Management team and branches. Job Description LOCATION Tanner Building - In Office 7167 S Center Park Drive West Jordan, UT 84084 SCHEDULE Part-Time To be effective, an individual must be able to perform each job duty successfully.

Requirements

• Experience Between 0 - 3 years in financial services.
• High School Education Diploma or Equivalent
• Intermediate to Advanced Microsoft Office Suite (Excel, Word, Outlook); must be able to type 60+ WPM.
• Must have the ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of employees, members, or clients.
• Ability to communicate well with members and teammates
• Ability to multi-task many high priority requests
• Depth perception and the ability to adjust focus, close vision, distance vision, color vision, and peripheral visual acuity are required.
• Frequently lifts up to 25 pounds, occasionally lists up to 50 pounds.

Nice To Haves

• License/Certificates: None required (but if interested in obtaining FINRA series or state life insurance licenses we will sponsor)

Responsibilities

• Provides back office and operational support to Wealth Advisors
• Provides frontline customer service to members via telephone/email
• Schedules member appointments to meet with wealth advisors (mostly in-bound calls)
• Processes advisor paperwork which may include preparing, receiving, sending, emailing, scanning, faxing and tracking documents
• Resolves team notifications
• Receives, assigns and manages team tasks to ensure a high level of member service
• Receives and processes move money transactions
• Maintains team CRM data (Salesforce.com)
• Assists in compliance activities

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees