Wealth Operations & Client Services Associate
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Finance & Banking
Job Description & How to Apply Below
MAX Credit Union in Prattville, AL is seeking a Wealth Coordinator to serve as a key liaison within the Wealth Management team. You will combine frontline client service with back-office operational excellence, supporting financial planning and investment services with independent judgment and disciplined workflow management.
You will maintain CRM data, coordinate advisor calendars, assist in meetings, ensure compliance, and help onboarding and reporting while upholding a member-first mindset
Our group is growing, and we are hiring a Wealth Operations & Client Services Associate in Prattville, AL, United States.
Step into the Wealth Operations & Client Services Associate role at MAX Credit Union in Prattville, AL, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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