Investment Services Coordinator jobs in United States
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Everwise Credit Union · 1 month ago

Investment Services Coordinator

positionSouth Bend, Indiana 46601 - Corporate
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

Everwise Credit Union is dedicated to providing quality financial services, and they are seeking an Investment Services Coordinator to support their Wealth Management team. The role involves assisting Financial Advisors with client management, preparing investment documentation, and ensuring exceptional customer service to enhance client relationships.

BankingFinanceFinancial Services
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Growth Opportunities

Responsibilities

Assists the Financial Advisors and Wealth Management department with client account management
Prepare and process investment & account documentation
Process orders with Financial Institutions under the direction of the Financial Advisor if appropriately licensed
Maintain accurate and up-to-date client records
Schedule and coordinate the Financial Advisors client meetings and follow-ups
Provide exceptional customer service to clients, addressing inquiries and resolving issues
Support the Financial Advisors in research and data analysis
Assist with promotional activities, client events and seminars
Ensure all client interactions comply with regulatory requirements
Assumes additional responsibilities as necessary for the continued growth, advancement of Everwise

Qualification

Customer serviceCommunication skillsAnalytical skillsMicrosoft OfficeInvestment accounts knowledgeAttention to detailProblem-solving skills

Required

High School Diploma or GED
1+ years' experience administrative or customer service experience
Ability to work in a fast-paced environment and manage multiple tasks
Excellent communication skills and interpersonal skills
Excellent customer service skills
Strong written communication skills
Strong analytical and problem-solving skills
Attention to detail and accuracy
Basic understanding of investment accounts and services
Proficient in Microsoft Office, specifically Excel, Word, PowerPoint

Preferred

Bachelor's degree in finance or business

Company

Everwise Credit Union

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Everwise Credit Union is a banking firm that provides savings accounts, mortgages, auto loans, and home equity loan services.
dateFounded in 1931
location
South Bend, Indiana, USA
people-size501-1000 employees
web-link
https://www.everwisecu.com

Funding

Current Stage
Late Stage

Leadership Team

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Jason M. Osterhage
President + Chief Executive Officer
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Todd Brown
Chief Financial Officer
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Recent News

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Everwise Credit Union is overhauling CRM tech with Creatio
2025-09-04
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2024-12-21
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Company data provided by crunchbase