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CommunityAmerica Credit Union Client Service Associate Manager in Lenexa, Kansas

The Client Service Associate Manager is responsible for managing the daily operations of the Wealth Management Client Service Associate team, acting as a coordinator for the group in effort to increase the productivity of Wealth Management Advisors and overall program. It is expected manager will also assist in administrative and sales activities to a team of Wealth Advisors and their clients.

  • Responsible for coaching, mentoring, and management of Client Service Associate team.

  • Responsible for hiring, terminations, and creating development and/or improvement plans when needed.

  • Develop and maintain a training program designed to onboard any new Client Service Associates upon hire.

  • Monitor and manage both the workload and hours of Client Service Associate team.

  • Act as internal and external “ambassador” in building recognition and awareness for the investment program.

  • Be the voice of the Client Service Associate team for technology needs working closely with Copper Financial home office staff and technology team.

  • Management responsibilities for Client Service Associates located within other Credit Union partners of Copper Financial.

  • Handle routine customer inquiries; effectively work with the back-office support personnel at vendors and broker-dealer to ensure a high degree of quality service and customer satisfaction. Report specific problems to Director of Wealth Management on an as needed basis.

  • Contact prospective clients and schedule appointments for Wealth Advisors.

  • Process paperwork and trades for assigned clients.

  • Make follow up calls to clients that receive marketing material.

  • Ensure updated supplies of prospectus and approved advertising materials are available.

  • Set up and maintain electronic client files with appropriate information and in accordanc56e with FINRA compliance standards.

  • Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.

  • Input financial planning data into financial planning software for Financial Advisors on an as needed basis.

  • Stay abreast of the investment tools and services available that are designed to help position the rep as a trusted advisor (financial planning tools, data aggregation tools, etc).

  • Provide research information to registered representatives on an as needed basis (i.e. cost basis information, product research, etc.).

  • Promote honest and open communication throughout the credit union.

  • Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.

  • Work with other credit union departments to ensure the workflow or process is providing the best service to the members.

  • Perform other duties as assigned.

Education and Experience Requirements:

  • Bachelor’s Degree in Business Administration or similar concentration.

  • A combination of relevant experience and education may be considered.

  • A minimum of five (5) years of sales support experience in financial services is required.

  • Previous management experience highly preferred.

Required Knowledge, Skills and Abilities:

  • Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

  • Excellent working knowledge of products and services, as well as life insurance, annuity and securities products. Proficient in operational procedures related to customer accounts. Strong practical understanding of general economic principles relating to all aspects of personal finance.

  • Series 7 and 66 (or 63 & 65) required. Life, Accident and Health Insurance license is a plus.

  • Patience, empathy and tact, confidentiality, initiative, ability to work in stressful situations, friendly, outgoing and professional personality, ability to be flexible.

  • Must be able to be bonded.

  • Ability to resolve interpersonal conflict and miscommunications.

  • Ability to interact with all levels of management.

  • Ability to maintain a high level of confidentiality.

ID: 1404

External Company Name: CommunityAmerica Credit Union

External Company URL: https://www.communityamerica.com/

Street: 9777 Ridge Dr

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