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Wealth Operations Coordinator
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-08-17
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-17
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
MAX Credit Union in Montgomery, AL seeks a Wealth Coordinator to deliver exceptional client service across channels, support Wealth Advisors, and maintain accurate planning records. You will manage client data, coordinate meetings, and track progress of investment and insurance cases in our CRM.
Join a fast-paced team focused on compliance, onboarding, and cross-functional collaboration to drive client satisfaction and growth.
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