Part Time Client Service Associate

Shift Hours: M-F 1PM - 5PM The Client Service Associate position is responsible for providing administrative support to the Shell Wealth Services (SWS) program through assorted tasks to enhance current relationships, foster new connections, engage credit union employees, and support business efforts. Essential Job Duties and Responsibilities Client Service: Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties required by our Broker Dealer Contact leads through a variety of sources and schedule appointments. Verify appointments at least one day prior and inform the client of what to bring to the appointment. Gather factual client-level profile information such as age, address, income, marital status, etc. Answer, generate and return calls as needed or requested. Notate all calls in CRM. Provide readily available account information to clients, such as balance, holdings, and transaction history. Follow all protocols and requirements for money movements. Process annual RMD for all members of assigned advisor(s). Review all submitted paperwork for accuracy and inclusiveness before submission. Follow up with representative, client, or home office to obtain necessary documentation. Process checks received and schedule investment appointments as needed. Track checks anticipated for arrival and call companies with the members when checks are not received. Maintain prospects and client data including notes, follow-up appointments and periodic review dates. Gather items and put together kits and marketing materials. Plan and coordinate marketing events. Follow CRM process for member contact. Notate all member contact in CRM. Compliance: Mandate is to follow all Broker Dealer Policies Required to attend annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to Broker Dealer policies, procedures, philosophy and standards of performance. Enhance productivity, growth and provide administrative support for the SWS program. Performs additional duties as assigned. Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.