Shell Wealth Services Representative (Senior Client Service Associate)

Shift Hours: 

Monday - Friday: 9:00 am - 5:00 pm

The Shell Wealth Services Representative position is responsible for providing administrative support to the Shell Wealth Services (SWS) program through assorted tasks to enhance current relationships, foster new connections, engage credit union employees, and support business efforts. 

Essential Job Duties and Responsibilities                                                                            

• Client Service:
  • Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions
  • Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties required by our Broker Dealer
  • Contact leads through a variety of sources and schedule appointments. Verify appointments at least one day prior and inform the client of what to bring to the appointment.
  • Gather factual client-level profile information such as age, address, income, marital status, etc.
  • Answer, generate and return calls as needed or requested.
  • Notate all calls in CRM.
  • Provide readily available account information to clients, such as balance, holdings, and transaction history.
  • Follow all protocols and requirements for money movements.
  • Annual RMD processes for all members
  • Review all paperwork for accuracy and inclusiveness before submission. Follow up with representative, client, or home office to obtain necessary documentation.
  • Process checks received and schedule investment appointments as needed. Track checks anticipated for arrival and call companies with the members when checks are not received.
  • Maintain prospects and client data including notes, follow-up appointments and periodic review dates.
  • Gather items and put together kits and marketing materials.
  • Plan and coordinate marketing events.
  • Follow CRM process for member contact.
  • Coordinate ordering office supplies.
  • Track budget, expenses, and GDC reports.
• Compliance: Mandate is to follow all Broker Dealer Policies
  • Required to attend annual training sessions as instructed or scheduled.
  • Perform job duties and responsibilities in compliance to Broker Dealer policies, procedures, philosophy and standards of performance.
  • Enhance productivity, growth and provide administrative support for the SWS program.
  • Act as a liaison for CSA support; report concerns/issues to Program Manager.

• Performs additional duties as assigned.

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge and Skills

Experience:

• 2 years banking of financial services experience preferred. 

Education / Training:

Job Requirements:

• Strong Customer service and communication skills.
• High attention to detail and accuracy.
• Ability to manage multiple tasks and maintain accuracy.
• Strong problem-solving and interpersonal skills.
• Preferred licensing:
  • SIE- Securities Industry Essentials
  • Series 6 or 7

Physical Demands:

While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds.

Working Conditions

Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.