Atria Wealth Solutions is hiring a
Wealth Management Associate

Summary

The job description is for a Wealth Management Associate position at Citadel Credit Union through its relationship with CUSO Financial Services, L.P. (CFS). The role involves assisting in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business.

Requirements

• High School Diploma
• 5 years of customer service and financial industry experience
• Series 6 and 63 licenses, or ability to obtain within the first 6 months in role
• Proficient skills in Microsoft Office products
• Sincere interest in providing outstanding member service

Responsibilities

• Build and foster strong client relationships through superior member service
• Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy
• Connect with others in a way that fosters trust and creates collaborative relationships
• Utilize available technology and tools to support efficient and effective time management
• Assist Advisors in organizing and implementing productivity-based campaigns
• Mailings - produce reports, create mailing lists, produce letters, mail to clients (includes monthly Review letters, Referral follow-ups, etc.)
• Follow up on outstanding requests (e.g., transfers, withdrawals, death claims) with fund/insurance company
• Manage lead queue, address leads promptly and provide detailed status updates
• Create financial reports and tracking of leads
• Back to Reps (BTR’s) - resolve BTR’s in a timely manner
• Take buy and sell orders from clients and place them with registered B/D for execution (mutual funds, annuities, insurance)
• Work directly with Broker/Dealer, Annuity and Fund Companies when appropriate
• Schedule appointments for client meetings and maintain accurate records of appointments on financial advisor’s calendar
• Comply with Citadel’s and broker-dealer’s operation and security and compliance procedures
• Perform other duties as assigned

Preferred Qualifications

Bachelor’s Degree (preferred)