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Firefighters First Credit Union · 5 months ago

Financial Advisor Assistant

Hendersonville, TN, US

Full-time

Hybrid

New Grad, Entry Level

$54K/yr - $60K/yr

Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. They are seeking a Client Services Representative responsible for providing high level administrative support and service support for investment related products to the Financial Advisor and Program Manager.

Financial Services

Responsibilities

Handling customer relation issues to assist in both the retention and acquisition of assets under management

Prioritizing client/prospect contacts to maximize sales efforts

Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors

Coordinating all events such as educational and marketing activities to increase awareness of FFCU’s investment services

Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards

Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc