Part-Time Wealth Management Member Service Associate

Mountain America Credit Union•West Jordan, UT

24d•Onsite

About The Position

In the Member Service I role, the team member will provide exceptional service to credit union members, support teams, and third parties by addressing investment questions and strengthening financial relationships with Mountain America Credit Union members. Your tasks will include processing Move Money requests, checks, account management, trade management, and appointment scheduling. You will ensure compliance with FINRA, SEC, and Broker Dealer regulations, promptly resolve notifications, and manage advisor calendars. Additionally, you will document interactions in the CRM, support investment inquiries, collaborate on deposit operations for retirement accounts, and assist with paperwork processing. Staying updated on investment products, educating callers on processes, and fostering positive relationships with branch and service center personnel are essential, along with performing any other duties assigned by management.

Requirements

Minimum of 1 year of related financial experience or enrollment in an accredited business or related college program, along with a minimum of 1 year in customer service
An Associate's degree in business, finance, or a related field from an accredited institution, or enrollment in an accredited business program with an expected graduation within 18 months from the start date of employment, is required. Or 1 year in a related field.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM programs; ability to quickly learn and adapt to new software and office equipment as needed. Candidates should also have skills in data entry, internet usage, and IT troubleshooting.
Candidates must have excellent verbal and written English skills, proficiency in professional writing and presentations, general listening and comprehension abilities.
Demonstrates critical thinking, creative problem-solving, and effective conflict resolution skills.
Exhibits meticulous attention to detail in task completion.
Proficient in identifying and implementing actionable solutions to resolve issues.
Capable of fulfilling job duties both in-person and virtually as per business requirements.
Adaptable to change and responds positively to evolving circumstances or conditions.
Shows a desire and willingness to learn, continuously updating knowledge base on investment concepts and processes.
Maintains strict confidentiality with client information
Upholds Mountain America's core values of trust, respect, and integrity
Demonstrates professionalism and ethical conduct in all interactions
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally

Responsibilities

Provide exceptional service to credit union members, support teams, and third parties to address investment questions and strengthen financial relationships with Mountain America Credit Union members.
Execute various tasks for advisors and members in a timely manner, including but not limited to Move Money requests, check processing, account opening and closing, trade management, and scheduling appointments.
Collaborate with our Broker Dealer to ensure smooth investment operations and compliance with FINRA, SEC, and Broker Dealer regulations.
Investigate and resolve notifications promptly, adhering to compliance requirements.
Assist with advisor calendar management and appointment scheduling, ensuring accuracy and efficiency.
Document all interactions and resolution efforts in the CRM program.
Provide comprehensive support for investment inquiries, demonstrating general understanding in Investment products, processes, and promotions.
Collaborate with deposit operations on matters concerning IRAs, Trusts, POAs, RMDs, and other retirement documents and accounts.
Aid advisors in processing paperwork to ensure a seamless member experience.
Stay updated on Investment products, processes, and promotions through ongoing training and department updates.
Educate callers on Mountain America processes and regulations relevant to their requests.
Adhere to company policies and procedures, fostering positive relationships with personnel from branches, Service Center, and other support teams.
Perform any other duties as assigned by the management.