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CommunityAmerica Credit Union · 1 day ago

Client Service Associate

Lenexa, KS

Full-time

Onsite

Entry Level

2+ years exp

Copper Financial, a subsidiary of CommunityAmerica Credit Union, is an SEC registered investment advisor and FINRA registered Broker-Dealer. The Client Service Associate will provide administrative and sales support for Wealth Advisors, enhancing the client experience and ensuring high-quality service.

BankingFinancial ServicesMobile Payments

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Support assigned Wealth Advisors and program credit unions with administrative and sales assistance

Interact with prospective and existing clients to address and resolve their servicing requests in a timely manner

Liaise with external product carriers to expedite processes and resolve client-related issues

Process paperwork for new accounts and client servicing requests while maintaining a high attention to detail

Ensure accuracy and timely submission of new business documents and follow up on submissions

Collaborate with back-office support personnel to ensure high-quality service and client satisfaction

Schedule appointments for Wealth Advisors and conduct follow-up calls with clients who receive marketing material

Maintain client records in accordance with FINRA compliance standards and company procedures

Provide cross-coverage support for other CSAs when required

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

Qualification

SIE examSeries 7 licenseSeries 66 licenseFinancial services experienceExcel proficiencyCRM proficiencyInvestment products knowledgeDecision-making skillsProblem-solving skillsOrganizational skillsInterpersonal skillsAdaptability

Required

Minimum 2-3 years of experience in the financial services field or related customer service experience preferred

Excellent communication skills, able to engage with clients, colleagues, and business partners professionally and effectively

Strong decision-making and problem-solving abilities, with above-average math aptitude

Proficient in computer literacy, including Excel, CRM (e.g., Salesforce), and back-office systems, coupled with exceptional organizational and prioritization skills

Comprehensive understanding of investment products and services, including insurance, annuities, securities, and advisory products, as well as credit union offerings for cross-referral opportunities

Proficiency in operational procedures related to client accounts and ability to manage multiple requests while meeting deadlines

Flexibility and adaptability to effectively embrace change, quickly modify behavior, and accommodate new requests while remaining agile

Ability to resolve interpersonal conflicts, maintain confidentiality, and demonstrate patience, empathy, and professionalism in dynamic and fast-moving work environments

Preferred

SIE (Securities Industry Essentials) exam, Series 7, and Series 66 licenses preferred (may be obtained during employment)

Company

CommunityAmerica Credit Union

CommunityAmerica Credit Union provides financial services and products like mobile banking, insurance and loans to individuals & businesses.

Founded in 1940

Lenexa, Kansas, USA

1001-5000 employees

https://www.communityamerica.com/

H1B Sponsorship

CommunityAmerica Credit Union has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (5)

2024 (7)

2023 (6)