What are the responsibilities and job description for the Client Relationship Specialist position at Delta Community Credit Union?
Position Client Relationship Specialist
Job Code-5491
req5755
Vinings
Full Time
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.
As a Client Relationship Specialist, you are the trusted first point of contact for DCR&IS members. You’ll provide phone and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience.
This role operates under the broker/dealer umbrella of LPL Financial (Member FINRA/SIPC). Prior experience working with or through LPL Financial—such as familiarity with its systems, workflows, or compliance standards—is strongly preferred and will help ensure a seamless transition.
This role is ideal for someone who enjoys problem-solving, coordinating complex details, and building relationships in a fast-paced environment. It also provides a strong foundation for future growth into Financial Advisor or Operational Leadership roles.
Practice safety-conscious behaviors in all operational processes and procedures.
Essential Functions
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
Job Code-5491
req5755
Vinings
Full Time
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.
As a Client Relationship Specialist, you are the trusted first point of contact for DCR&IS members. You’ll provide phone and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience.
This role operates under the broker/dealer umbrella of LPL Financial (Member FINRA/SIPC). Prior experience working with or through LPL Financial—such as familiarity with its systems, workflows, or compliance standards—is strongly preferred and will help ensure a seamless transition.
This role is ideal for someone who enjoys problem-solving, coordinating complex details, and building relationships in a fast-paced environment. It also provides a strong foundation for future growth into Financial Advisor or Operational Leadership roles.
Practice safety-conscious behaviors in all operational processes and procedures.
Essential Functions
- Primary client contact by phone and email: Respond promptly to inquiries; resolve service requests end-to-end with a friendly, professional tone.
- Client relationship management: Process address/beneficiary updates, transfers, withdrawals, online access issues, statement/tax document requests, and similar maintenance items accurately and in compliance.
- Resolve complex client service issues: Take ownership of member inquiries requiring research or escalation; partner with Financial Advisors and back-office departments to ensure prompt, accurate resolution and clear follow-up to the client.
- Appointment coordination & pipeline support:
- Schedule first appointments by qualifying prospects and routing appropriately.
- Schedule annual review appointments for existing clients.
- Pre-meeting client research: Review member relationships and recent activity to help Advisors prepare for meetings. Generate client performance reports (no investment analysis required).
- Trade support: Execute unsolicited member or Advisor-directed trades in accordance with licensing and firm policy.
- Deliver client interactions that meet quality assurance standards. Calls are recorded and evaluated as part of our ongoing quality assurance and service excellence program.
- Events & education: Assist with workshop preparation and logistics; occasional evening/weekend support.
- Compliance & records: Use proper information-handling procedures to keep member information safe. Enter data and maintain client relationship management (CRM) database, Salesforce, in accordance with regulatory requirements.
- Technology & process: Drive adoption of tools that improve efficiency and client satisfaction; identify process enhancements.
- Position may offer work from home opportunities, pending specific performance and departmental needs.
- 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.
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
- High School Diploma or equivalent.
- 2 years’ experience in credit union or financial services industry.
- Clean U-4.
- Excellent phone etiquette and written communication skills.
- Strong detail orientation and accountability for resolving client requests.
- Licensing Requirements:
- At hire: Hold at least one of FINRA Series 7 or Series 66 (or 63/65) – OR – be in active progress toward completion.
- If holding only one license at hire, obtain the second within 90 days of onboarding (Delta Community will provide sponsorship and study support).
- Obtain CRPC™ within 12 months of onboarding.
- Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.
- Bachelor's degree in finance, accounting, mathematics or related field.
- 1 years’ investment or insurance experience.
- Prior experience working with LPL Financial or another independent broker/dealer platform.
- Prior client service or call-center experience in wealth or retirement services.
- CRPC®, CFP®, or ChFC® designation(s).
- Experience with CRM and custodial/clearing platforms (e.g., Salesforce and LPL ClientWorks).
- 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