Client Relationship Manager

Position Client Relationship Manager

Job Code-8502

req5934

Atlanta (Virginia Ave)

Full Time

Click here to watch the brief video "A Day In The Life at Delta Community Retirement & Investment Services".

Job Description 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 the member. 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 by phone and meet on-going compliance regulatory requirements.

Practice safety conscious behaviors in all operational processes and procedures.

Essential Functions

• Identify and address client financial needs
• Communicate foundational financial planning principles as well as investment recommendations
• Analyze data 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
• Update the 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 to meet 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
• Accepts and performs other duties as assigned

Other

• This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned.
• This job description is subject to change at any time.

Position may offer work from home opportunities, pending specific performance and departmental needs. Job Qualifications Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications

• Bachelor’s degree in any discipline, or substantial professional experience commensurate with the responsibilities of the position
• 2+ years’ investment, insurance, retirement or direct to consumer sales experience
• Clean U-4
• Excellent ability to work in a team environment and collaborate with professionals from different disciplines and various experience levels
• Ambassadorial skill to effectively promote a culture of exceptional client service
• Possess an in-depth understanding of clients’ needs and preferences
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

Duties The DCR&IS Client Relationship Manager must hold the following licenses and designations within 90 days of on-boarding to perform the duties of the position:

• FINRA SIE, Series 7, 66 Securities Licenses
• CRPC® Designation or successful completion of the CFP exam

In addition, the DCR&IS Client Relationship Manager must hold the following licenses within 12 months of onboarding to perform the duties of the position.

• Life, Accident, Sickness License
• Variable Products Insurance License
• Long Term Care Certification

Preferred Qualifications

• Master's degree in finance or related field
• 1+ years’ experience within a financial institution
• Demonstrated ability to meet and/or exceed assigned sales goals
• Advanced Designation to include CRPC®, CFP®, ChFC® or similar

Employee Benefits Include

• Medical, Dental and Vision Coverage
• Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
• Supplemental Insurance or Voluntary Insurance
• 401(k) Plan with Company Match
• Vacation, Holidays and Personal Time Off
• Paid Maternity and Paternity Leave
• Pre-tax Health and Dependent Care Spending Accounts
• Benefit Choice Program
• Health Reward Dollars
• Discount on Gym Reimbursement and Identity Theft Programs
• Legal Services