- Provide excellent member service to all members and prospective members.
- Manage and professionally respond to all inbound requests, inquiries, and concerns (phone, email, and tickets).
- Seek out answers on behalf of members or prospective members to ensure satisfaction.
- Offer accurate and complete information by using appropriate tools and resources.
- Administer the relationship side of the database by updating contact information, processing dues, creating membership activities, etc.
- Identify and provide solutions and alternatives to frequent member issues or concerns.
- Assist with all aspects of the member journey.
- Support other membership related projects as requested.
- Performs other duties as assigned.
- Strong computer skills with proficiency in MS Word, Excel, Outlook, and web-based database programs
- Great interpersonal skills with the ability to interact effectively, efficiently, and professionally with individuals at all levels of the organization
- Ability to efficiently handle multiple priorities in a fast-paced environment with attention to detail
- Capacity to independently accomplish tasks, be proactive and flexible, and take initiative
- Manage sensitive and confidential matters with discretion
- Bachelor's degree or equivalent work-related experience
- 1-2 years of membership and/or operations experience preferred
- Association experience preferred
Member Engagement Associate - N/A, United States - Financial Planning Association
Description
The Financial Planning Association (FPA) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals and those engaged in the financial planning process. FPA is the CFP professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.
Learn more about FPA at
Position Summary
The Member Engagement Associate is responsible for delivering a positive, timely and seamless member and prospective member experience. This position will report to the Director, Member Engagement and plays an integral role within the Member Experience Team. The ideal candidate will be collaborative, member-focused, have a can-do attitude and passion for delivering top notch customer service to both internal and external stakeholders. This position is required to work 32 hours weekly (M-TH 8:00am-3:30pm MT, F 8:00am-Noon MT).
Primary Duties and Responsibilities
About Working for FPA
FPA is located in Denver, Colorado. However, this position is fully remote.
FPA offers eligible employees a comprehensive range of benefits, including medical, dental, vision, life, disability, and accident insurance. Additional benefits include a 401(k) savings plan with a strong company match, paid holidays, generous Paid Time Off, and half-day Fridays in the summer.
FPA views diversity as an integral part of our culture and identity and we strive to create an inclusive culture where our differences are seen as a value for the association. We're committed to building an organization that encourages collaboration and creativity and where people thrive by being themselves and can do their best work as part of our team.
Knowledge, Skills and Abilities
Education and Prior Experience