Sr. Client Service Coordinator

Company: Nusenda Credit Union
Location: Albuquerque
Posted on: January 15, 2022

Job Description:

Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.We invest in people and their careers. Our competitive employee benefits include healthcare, a fully paid pension plan and 401(k) matching contributions, and professional development and tuition reimbursement.Thank you for your interest in joining the Nusenda team!We are currently seeking a Sr. Client Service Coordinator to join our Investment Services team. As the Sr. Client Service Coordinator, you will maintain and enhance client relationships through strong customer service and communication skills. You will support Investment Advisors through scheduling appointments, sales and service support, maintaining referral programs, event/workshop planning, and additional administrative duties. You will maintain and service accounts, ensuring proper and complete client documentation aligned with FINRA and broker-dealer requirements.What you'll do:

• You will handle client and prospect inquiries and service needs, effectively work with support personnel at vendors and broker-dealers to ensure a high degree of quality service, member satisfaction, and accuracy.
• You will set up and maintain client contact records with appropriate information and in accordance with FINRA compliance standards. You will maintain contact records in the broker-dealer client database/systems of record. Process paperwork and trades for investment clients.
• You will prepare or assist in the preparation of assigned reports. You will provide confidential administrative support to members of management and staff. You will compose letters and memoranda from dictation, verbal direction, written documents, and files. You will edit written communications from word-processing documents. You will submit and follow-up on Credit Union marketing approval submissions to broker-dealer compliance. You will screen incoming mail, phone calls, publications, and other correspondence.
• You will contact Credit Union referrals to determine appropriate representative assignment. You will schedule meetings. You will maintain daily appointment calendars, track referrals, and submit referral payment documentation to payroll.
• You will coordinate in-person and virtual events, workshops, and seminars for Investment Services clients or prospects, in coordination with marketing and other internal departments, and broker-dealer.
• You will keep securities licensing current through successful completion of Continuing Education requirements.What you'll need:
  • Five to eight years of investment, wealth management, private banking, or similar related experience.
  • Bachelor's Degree in Business Administration or related field or equivalent.
  • Series 7 and 63 required. Series 65/66, Current State of New Mexico Life and Health Insurance License, Variable Insurance Products License and registration desired but not required. Similar licenses from adjacent states (TX, AZ, UT, CO, OK) desired but not required.Key Skills and Experience:
    • Excellent working knowledge of securities, life insurance, and annuity products.
    • Proficient in operational procedures related to customer accounts.
    • Strong practical understanding of general economic principles related to all aspects of personal finance.
    • Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
    • Effectively communicate with internal and external customers appropriately via in-person, email, etc.
    • Experience in multi-tasking, meeting strict deadlines, dealing with sensitive information, and problem resolution while providing exceptional service.
    • Must be knowledgeable in Microsoft Office and all internal systems as affiliated with the department.
    • Ability to adapt quickly to change and proactively communicate.As Nusenda strives to protect its employees and members from the ongoing pandemic, employees are required to either submit a valid vaccination record or submit to weekly COVID-19 testing to be completed outside of regularly scheduled hours.Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Keywords: Nusenda Credit Union, Albuquerque , Sr. Client Service Coordinator, Accounting, Auditing , Albuquerque, New Mexico