Client Relationship Specialist

Employer
Delta Community Credit Union
Location
Atlanta, Georgia
Salary
Commensurate with Job
Closing date
Sep 6, 2022

View more

Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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Job Details

The Client Relationship Specialist will lead client engagement for Delta Community Retirement & Investment Services (DCR&IS), ensure all clients receive prompt service and take ownership for complete resolution.  The Client Relationship Specialist will execute our client communication strategy, manage and/or collect financial data, work in partnership with the Financial Advisor team to manage client relationship, conduct productive client meetings and meet compliance regulatory requirements.

Practice safety conscious behaviors in all operational processes and procedures.

Essential Functions:

• Execute client communication strategy to include phone, email, in-person and direct mail channels

• Drive division technology adoption and efficiencies

• Facilitate client relationship management (address change, account balance inquiry, additional deposit into existing account, status of transfer in/out of funds, online access, tax documentation/cost basis, account statement request, withdrawal request, beneficiary change form, etc.)

• Execute unsolicited member or Financial Advisor directed trades

• Develop new business to include the coordination of member facing financial education and prospecting events, processing of account acquisition paperwork and the review of submitted paperwork for accuracy and completeness

• Contribute to financial education content development to add value to the lives of the members we serve 

• Compliance management to include establishing and maintaining electronic client files to meet regulatory requirements

• Research investment strategy and recommendations for Advisors to include running illustrations, assist in performance research, and prepare client presentations for Financial Advisor team

• Partner with branch delivery and Member Care Center to provide support and education surrounding the products and services offered by DCR&IS

• Travel between our branch network will be required.

• Candidate must be available to work on evenings and weekends as needed.

 

Other

• This description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. 

• This job description is subject to change at any time.

 

 

Required Minimum Qualifications:

• High School Diploma or equivalent

• 1+ years’ investment or insurance experience

• 2+ years’ experience in credit union or financial services  industry

• Clean U-4

• Excellent ability to work in a team environment and collaborate with professionals from different disciplines and various professional experience/levels

• Ambassadorial skill to effectively promote a culture of exceptional client service

• Possess an in-depth understanding of clients’ needs and preferences

• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.  

• The DCR&IS Client Relationship Specialist must hold the following licenses within 90 days of on-boarding to perform the duties of the position:  

  • FINRA Series 7
  • FINRA Series 66 

• Within one-year of on-boarding, the Client Relationship Specialist must hold the CRPC® designation. 

 

Preferred Qualifications:

• Bachelor’s degree in Finance, Accounting, Mathematics or related field 

• Chartered Retirement Planning Counselor (CRPC)

• Certified Financial Planner (CFP®)

• Chartered Financial Consultant (ChFC®)

 

 

Company

Delta Community Credit Union is a cooperative, owned and operated by its members. This is what distinguishes the Credit Union from other financial institutions. Members put their money in a variety of savings accounts, and that money, in turn, is lent to members. After operating expenses and reserve requirements are met, loan income is returned to all members in the form of dividends and comprehensive financial services. We're governed by a Board of Directors that establishes and reviews policy. The Directors are credit union members who are elected by members and serve without pay. Every member has one vote, regardless of how much money he or she has on deposit. Delta Community CU is a financial institution with over $3.5 billion in assets. Our mission is to provide quality and fairly-priced financial services to our members. We're a state-chartered credit union, organized under the Georgia Department of Banking and Finance and federally-insured by the National Credit Union Share Insurance Fund. The insurance fund is managed by the National Credit Union Administration. Delta Community CU believes strongly in the credit union philosophy of "people helping people". Delta Community participates in national and local fundraisers. We're sponsors of Children's Miracle Network through Credit Unions for Kids as well as the American Cancer Society's Relay for Life in the communities we serve. Credit Union staff members volunteer their time to ensure the success of these fundraisers. Delta Community Credit Union is an active sponsor of several Chambers of Commerce. Through these relationships with local businesses, we're able to promote community growth and involvement. We're also proactive in reaching young savers through our Partners in Education program. This is a partnership between our community branches and nearby schools that provides opportunities to share our time, ideas and experience. Our Purpose: Enabling Well-Lived Financial Lives Delta Community Credit Union exists to help families reach a level of financial awareness and stability that affords them the peace of mind and time to enjoy a richer life. We enable our members to enhance their financial lives by providing simple, relevant products and services at a consistently honest value. Our commitment to continuous financial strength allows us to return earnings back to our members and their communities in tangible ways.
Find Us
Telephone
404-677-8648
Location
PO Box 20541
Atlanta
GA
30320
US

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