Georgia United Credit Union

Client Service Associate

Georgia United Credit Union

full-time

Posted on:

Location Type: Hybrid

Location: Duluth • United States

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About the role

  • 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.
  • 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.
  • Set up brokerage accounts and monitor trade activity for accuracy.
  • Assist in marketing mailings, branch promotions, and seminars.
  • Maintain ongoing knowledge of credit union products and services in order to effectively cross sell to members when appropriate.
  • Ensure all documentation is complete, accurate, and compliant with internal policies and regulatory standards.

Requirements

  • Associates or better in Accounting or related field.
  • 3-5 years of relevant professional experience is required.
  • Must possess or be able to obtain a notary license as part of job responsibilities and secure the GA Life and Health license within 12 months of hire.
  • Excellent organizational skills and the ability to manage multiple tasks simultaneously.
  • Outstanding written and verbal communication abilities.
  • Proficient in Microsoft Office Suite and CRM platforms such as Salesforce and Redtail.
  • Demonstrates a high level of discretion and integrity.
  • Preferred: Securities Industry Essentials, NASD Series 7, and Series 66 registrations preferred.
  • Strong mathematical skills are preferred.
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
file maintenanceaccount changesmutual fund trade ticketstrade monitoringpaperwork processingbrokerage account setupcross sellingregulatory compliancemathematical skills
Soft Skills
organizational skillscommunication abilitiesdiscretionintegritymultitasking
Certifications
notary licenseGA Life and Health licenseSecurities Industry EssentialsNASD Series 7Series 66