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Firefighters First Credit Union · 5 months ago

Client Services Representative - Investment Banking

Hendersonville, TN, US

Full-time

Hybrid

New Grad, Entry Level

$54K/yr - $60K/yr

Firefighters First Federal Credit Union is the nation’s largest exclusive firefighter credit union, dedicated to serving the firefighter community since 1935. They are seeking a Client Services Representative to provide high-level administrative support and service for investment-related products, assisting both clients and financial advisors.

Financial Services

Responsibilities

Handling customer relation issues to assist in both the retention and acquisition of assets under management

Prioritizing client/prospect contacts to maximize sales efforts

Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors

Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services

Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards

Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc