Citadel Federal Credit Union
Jan 06, 2025  
As a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors. Responsibilities Build and foster strong client relationships through superior member service. Process new account applications, financial and maintenance requests (copy, mail, scan, upload to broker dealer platform). Review for completeness and accuracy. Connect with others in a way that fosters trust and creates collaborative relationships. Utilize available technology and tools to support efficient and effective...
Citadel Federal Credit Union West Chester, PA, USA Full time