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TruStone Financial Credit Union · 1 day ago

Client Service Associate

Golden Valley, MN, US

Full-time

Onsite

Entry Level

$19.50/hr - $29.50/hr

1+ years exp

TruStone Financial Credit Union is a member-owned credit union focused on empowering financial well-being. The Client Service Associate plays a crucial role in supporting Financial Advisors and ensuring a smooth client experience through account management and communication.

BankingFinancial ServicesNon Profit

Responsibilities

The Client Service Associate serves as a key partner to our Financial Advisors and is an important point of contact for our members

You’ll play an essential role in delivering a smooth, accurate, and responsive client experience by supporting account setup, maintenance, and day-to-day service needs, with routine communication conducted via email and phone

This role is ideal for someone who enjoys balancing detailed administrative work with meaningful client interaction

Qualification

Brokerage knowledgeInsurance knowledgeNASD Series 6MS Office proficiencyCustomer serviceVerbal communicationWritten communicationOrganizational skillsSelf-motivation

Required

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 6:00pm at our Golden Valley Branch; non-exempt

Bachelor's Degree, preferably in Business, Economics, Marketing or Insurance, or equivalent work experience

1+ years of administrative and/or financial experience

Experience in computer systems including MS Office, Internal and email equivalents

Good verbal and written communication skills – must be able to present self professionally in person and over the telephone

Excellent customer service skills

Ability to perform multiple tasks while maintaining good organizational skills

Ability to work under pressure and within timeframes

Ability to be self-motivated and perform tasks with minimal supervision

Compliance with the Bank Secrecy Act and all its provisions

Ability to pass a pre-employment drug test and various background checks

Regular and reliable attendance at the workplace

Preferred

Previous experience and working knowledge of both brokerage and insurance products, terms, functions, suitability and compliance aspects

NASD Series 6 or 7 along with Series 66 registrations preferred but not required. Licensing may be obtained after hire, with eligibility for increased base pay and incentive compensation upon completion

State life insurance, disability and variable licenses preferred but not required. Licensing may be obtained after hire, with eligibility for increased base pay and incentive compensation upon completion

Benefits

Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.

Affordable dental and vision insurance coverage.

Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.

10+ paid holidays each year.

Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.

401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.

Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.

Employer-paid Short Term and Long Term Disability benefits.

Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.

Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).

Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.

Special employee discounts when you join TruStone Financial as a credit union member.

Employee activities, events, discounts, and many other great benefits and perks!