Client Relationship Manager

Client Relationship Manager

Job Code-8502

req
5934

Atlanta (Virginia Ave)

Full Time

Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work!

Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team.

The Delta Community Retirement & Investment Services’ (DCR&IS) Client Relationship Manager is a practicing professional who acts both as an advocate for members’ financial wellness and as relationship management support to the Advisor Team. The successful candidate will service and advise members utilizing our investment advisory and financial planning programs and will assist Financial Advisors in the process of creating, implementing, and reviewing financial plans and strategies in the best interest of themember.

In the Client Relationship Manager’s delivery of client engagement, he/she will ensure all clients receive prompt service and take ownership for complete resolution. The Client Relationship Manager will manage and/or collect financial data, conduct productive client meetings byphone and meet on-going compliance regulatory requirements.

Practice safety conscious behaviors in all operational processes and procedures.

• Identify and address client financial needs
• Communicate foundational financial planning principles as well as investment recommendations
• Analyzedata obtained to determine strategies for meeting clients’ financial objectives to include portfolio analysis, retirement projections, Social Security timing,education-funding, and risk management needs analysis
• Monitor and review clients’ accounts regularly to determine whether life events,economic changes, or financial performance indicate a need for reassessment
• Conduct client meetings by phone
• Support the Financial Advisor(s) in preparing wealth management deliverables
• Updatethe firm’s customer relationship management (CRM) system with every client interaction
• Facilitate client relationship management (address change, account balance inquiry,additional deposit into existing account, status of transfer in/out of funds,online access, tax documentation/cost basis, account statement request,withdrawal request, beneficiary change form, etc.)
• Execute solicited and unsolicited member or Financial Advisor directed trades
• Develop new business to include member facing financial education and prospecting events, processing of account acquisition paperwork and the review of submitted paperwork for accuracy and completeness
• Contribute to financial education content development to add value to the lives of the members we serve
• Compliance management to include establishing and maintaining electronic client files tomeet regulatory requirements
• Partner with branch delivery and Member Care Center to provide support and education surrounding the products and services offered by DCR&IS
• Complete all continuing education, firm element, and compliance requirements in a timely manner
• Accept sand performs other duties as assigned

• This description reflects management’s assignment of essential functions, it doesnot prescribe or restrict the tasks that may be assigned.
• Thisjob description is subject to change at any time.

Position may offer work from home opportunities, pending specific performance and departmental needs.

Must be legally authorized to work in the United States without…