Georgia United Credit Union · 12 hours ago
Client Service Associate (Hybrid)
Duluth, GA
Full-time
Hybrid
New Grad, Entry LevelGeorgia United Credit Union is seeking a Client Service Associate to provide exceptional support to both prospective and existing members. This role involves addressing member inquiries, coordinating with financial advisors, and ensuring compliance with internal policies.
BankingCreditFinancial Services
Responsibilities
Serve as the first point of contact for both prospective and existing credit union members, as well as external business partners, addressing inquiries, appointment scheduling, and follow-up communications
Prepare and distribute client meeting materials, follow-up communications, and documentation
Maintain confidentiality and professionalism in all member interactions
Resolve member account discrepancies by performing file maintenance and making necessary account changes. Assists with the escalation of complex transactions when required
Informs members about credit union technology services and offerings. Assists members with troubleshooting technology-related transactions and issues
Maintains the credit union’s professional reputation by adhering to professional standards of conduct and following credit union guidelines and policies
Manage calendars, coordinate meetings, and track deadlines for Financial Advisors
Assist with onboarding new clients, including gathering required documentation and setting up profiles
Complete mutual fund trade tickets, place trades, and monitor for settlement
Process paperwork for annuities and life products
Review all submitted paperwork for accuracy and completeness before submission. Follow up with the Advisor, client, or home office to obtain necessary documentation
Set up brokerage accounts and monitor trade activity for accuracy
Assist in marketing mailings, branch promotions, and seminars
Run illustrations, assist in fund performance research, and prepare client presentations for Advisor
Present and train staff at branch meetings
Maintain ongoing knowledge of credit union products and services in order to effectively cross sell to members when appropriate. Uphold the ability to establish and modify certificates, IRAs, HSAs, and ESAs on the Credit Union Core System
Stay current with continuing education requirements to meet licensing and compliance standards and any other required training through LPL Investment Services/TruStage
Serve as a liaison between financial advisors and the member experience departments within the credit union, proactively coordinating efforts and facilitating communication to ensure seamless collaboration and enhance the overall member experience
Participate in team meetings, record meeting minutes, and monitor progress on action items to ensure follow-through and accountability
Ensure all documentation is complete, accurate, and compliant with internal policies and regulatory standards
Establish and maintain client files to meet compliance requirements
Maintain and update CRM systems and financial planning tools
Support audit preparation and internal reviews
Qualification
Required
Serve as the first point of contact for both prospective and existing credit union members, as well as external business partners, addressing inquiries, appointment scheduling, and follow-up communications
Prepare and distribute client meeting materials, follow-up communications, and documentation
Maintain confidentiality and professionalism in all member interactions
Resolve member account discrepancies by performing file maintenance and making necessary account changes. Assists with the escalation of complex transactions when required
Informs members about credit union technology services and offerings. Assists members with troubleshooting technology-related transactions and issues
Maintains the credit union's professional reputation by adhering to professional standards of conduct and following credit union guidelines and policies
Manage calendars, coordinate meetings, and track deadlines for Financial Advisors
Assist with onboarding new clients, including gathering required documentation and setting up profiles
Complete mutual fund trade tickets, place trades, and monitor for settlement
Process paperwork for annuities and life products
Review all submitted paperwork for accuracy and completeness before submission. Follow up with the Advisor, client, or home office to obtain necessary documentation
Set up brokerage accounts and monitor trade activity for accuracy
Assist in marketing mailings, branch promotions, and seminars
Run illustrations, assist in fund performance research, and prepare client presentations for Advisor
Present and train staff at branch meetings
Maintain ongoing knowledge of credit union products and services in order to effectively cross sell to members when appropriate. Uphold the ability to establish and modify certificates, IRAs, HSAs, and ESAs on the Credit Union Core System
Stay current with continuing education requirements to meet licensing and compliance standards and any other required training through LPL Investment Services/TruStage
Serve as a liaison between financial advisors and the member experience departments within the credit union, proactively coordinating efforts and facilitating communication to ensure seamless collaboration and enhance the overall member experience
Participate in team meetings, record meeting minutes, and monitor progress on action items to ensure follow-through and accountability
Ensure all documentation is complete, accurate, and compliant with internal policies and regulatory standards
Establish and maintain client files to meet compliance requirements
Maintain and update CRM systems and financial planning tools
Support audit preparation and internal reviews
Company
Georgia United Credit Union
Georgia United Credit Union is a banking firm offering auto, mortgage, checking account, and credit card services.
Founded in 1958
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2023-01-09Debt Financing
Leadership Team
Laura King
President
Recent News
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