- Provides quality service to credit union members, support teams, and third parties to resolve investment questions and enhance financial relationships with Mountain America members
- Performs tasks for advisors and members in a timely manner tasks may include but are not limited to:
- Move Money requests, check processing, check transfer requests, death distribution requests, periodic distributions, check processing, account opening and closing, funds liquidation, RMD requests, QCD distributions, trade management, scheduling appointments, communications to third parties, voicemail, and inbox management
- Performs investment operations solutions working with our Broker Dealer
- Ability to adhere to and comply with FINRA, SEC and Broker Dealer regulations
- Resolves, investigates, and notifies individuals of notifications that need to be completed in a timely manner
- Completes compliance reports and review Monthly, Quarterly, and Annually to ensure compliance with MACU and our Broker Dealer.
- Assist with advisor calendar management and appointment scheduling including but not limited to booking, changing, canceling, confirming appointments
- Works with Broker Dealer to complete investment trades with members on the phone or at the request of the advisor
- Record all interactions and resolution efforts in the CRM (Customer Relationship Management) program
- Provides support and servicing for investment inquiries
- Works closely with deposit operations concerning IRAs, Trusts, POAs, RMDs, and other retirement documents and accounts
- Assists advisors in processing paperwork to ensure in-good order status to create a seamless member experience
- Maintains a detailed knowledge of Investment products, processes, and current promotions through ongoing training, department updates, Knowledge Center instructions, and credit union and broker/dealer communications
- Educates callers on Mountain America Investment Services processes and regulations, as it pertains to individual requests
- Follows all company policy and procedures of the credit union and the broker/dealer builds and maintains a cooperative working relationship with personnel from branches, Service Center, and other support teams to assist with servicing questions or concerns
- Performs other duties as assigned.
- SIE (Securities Industry Essentials), Life Insurance, Series 7, and Series 66 preferred and encouraged, willing to sponsor after 3 months of employment and satisfactory performance.
- Advanced computer operating skills
- Advanced communication skills
- Advanced skills in Microsoft Office (Outlook, Word, Excel, Teams, OneNote)
- Critical thinking, creative problem solving, and conflict resolution
- Attention to detail-oriented tasks
- Identify and implement actionable steps to resolve problems
- Ability to carry out job duties both in-person and virtually (depending on business needs)
- Must have the ability to speak and write in English
- Adaptive to change, responds positively to altered circumstances or conditions
- Possess a desire and willingness to learn and continually update knowledge base on investment concepts and processes
-
Customer Services Associate
3 weeks ago
VASA Fitness West Jordan, UT, United StatesPOSITION DESCRIPTION · POSITION TITLE: Member Experience Specialist (MES) · REPORTS TO: Member Experience Lead · DIRECT REPORTS: N/A · FLSA STATUS: Non-Exempt, Hourly · COMPENSATION: Base rate is $11.40 per hour + Commission Opportunities · JOIN OUR TEAM · At VASA Fitness, we wan ...
-
Sales and Service Associate
2 weeks ago
24 Hour Fitness West Jordan, United StatesFULL-TIME · Part-time · LOCATION · th Avenue West Lynnwood WA 98036 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming ...
-
Customer Service Associate
6 days ago
Savers Thrifts Stores Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Customer Service Associate
1 week ago
Savers | Value Village Midvale, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Client Service Associate
1 week ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions t ...
-
Client Service Associate
2 weeks ago
Morgan Stanley South Jordan, UT, United States Full timeAre you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions team is seeking a Clie ...
-
Client Service Associate
3 weeks ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions t ...
-
Sales & Customer Service Associate
6 days ago
Massage Envy West Jordan, United StatesOverview · Where Better Careers BeginMassage Envy - West Jordan · 6884 S. Redwood Road · West Jordan, UT 84084 · Do you have a passion for helping others? At the Massage Envy West Jordan franchise, we support and inspire you to be your best while we work together to help clients ...
-
Sales & Customer Service Associate
3 weeks ago
Massage Envy West Jordan, United StatesOverview: · Where Better Careers Begin · Massage Envy - West Jordan · 6884 S. Redwood Road · West Jordan, UT 84084 · Do you have a passion for helping others? At the Massage Envy West Jordan franchise, we support and inspire you to be your best while we work together to help ...
-
Customer Service Associate
6 days ago
Savers | Value Village South Jordan, United States**Job Title: Customer Service Associate** · **Who we are:** · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future w ...
-
Customer Service Associate
6 days ago
Savers Thrifts Stores South Jordan, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Client Service Associate
3 weeks ago
Morgan Stanley South Jordan, United StatesBusiness Overview: · Are you an experienced customer service professional, looking to jumpstart your career in the financial sector? Are you a team player, looking to work with, learn from and grow within a collaborative organization? The Morgan Stanley Virtual Client Solutions ...
-
Client Service Associate
6 days ago
HUB International Sandy City, United States· About HUB: · HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offi ...
-
Customer Service Associate
6 days ago
Savers Thrifts Stores Taylorsville, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where sec ...
-
Fleet Technician II
2 weeks ago
SYSCO West Jordan, United States Full timeCompany: · US0005 Sysco Intermountain (Division of USA I)Zip Code: · 84081Minimum Level of Education: · High School or EquivalentMinimum Years of Experience: · 3 YearsEmployment Type: · Full TimeTravel Percentage: · 0COMPENSATION INFORMATION: · The pay range provided is not ind ...
-
New Business Developer
1 week ago
SYSCO West Jordan, United States Full timeCompany: · US0005 Sysco Intermountain (Division of USA I)Zip Code: · 84081Minimum Level of Education: · High School or EquivalentMinimum Years of Experience: · 2 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 50%COMPENSATION INFORMATION: · The pay range provided is ...
-
Customer Service Associate
2 weeks ago
Hat Creek Burger Company West Lake Hills, United StatesJob Description · Job DescriptionWhy You'll Love This Customer Service Associate JobYou could be the newest team member in Hat Creek Burger Company's fun and fast-paced environment Joining our team as a Customer Service Associate is a great opportunity to serve your community thr ...
-
Social pedagogue
4 days ago
Atlas Dynamics West Jordan, United StatesThe SOS Children's Village Association is a renowned aid organization and a non-profit provider of child and youth services with 38 facilities throughout the country and around 4,800 employees. · The SOS Children's Village Württemberg is a youth welfare association with diverse ...
-
Mountain America Credit Union West Jordan, United States Part timePlease reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email ...
-
Driver
5 days ago
Nexus Innovations Lake City, MI, United States Freelance- What you will be responsible for: · - Providing courteous and helpful service to World Courier customers and consignees in Lake City, MI. · - Picking up and delivering goods as requested. · - Ensuring all necessary paperwork is completed by customers/consignees. · - Using initi ...
Part-Time Wealth Management Member Service Associate - West Jordan, United States - Mountain America Credit Union
Description
Please reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
Service Associates are to assist Mountain America Investment Services Wealth Advisors by answering calls, scheduling appointments, task management, paperwork processing, member interactions management, and third-party call interactions. A service associate may also assist with outbound follow up calls, chats, emails, texts, and fax requests. Services provided by an associate should be timely and accurate to strengthen the financial relationships of our membership.
Service Associates must maintain a working knowledge of Mountain America Investment Services products, processes, regulations, and services. Associates should be able to effectively communicate with callers, employees, and third parties for servicing and/or education on existing investment relationships.
Job Description
LOCATION
Tanner Building - In Office
7167 S Center Park Drive
West Jordan, UT 84084
SCHEDULE
Part-Time
To be effective, an individual must be able to perform each job duty successfully.
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Minimum of 1 year working in a related financial experience or accepted into an accredited business or related university program
Minimum of 1 year in customer service
Minimum of 1 year working in investments - preferred
Education
Bachelor's degree in business, finance or related field from an accredited institution (education will be verified) OR accepted into an accredited business program at a university or accredited educational institution with expected graduation 18 months or less from start date of employment.
Licenses, Certificates, Registrations
Has no supervisory/managerial responsibilities
Other Skills and Abilities
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
#LI-PN1
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.