Job Description

Client Service Associate

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 Service Associate, you will provide welcoming, first-level support to members of Delta Community Retirement & Investment Services (DCR&IS). Our investment services team is affiliated with LPL Financial, one of the nation's largest independent broker-dealers.

In simple terms, LPL Financial provides the investment platforms, regulatory oversight, and tools that our Financial Advisors and support staff use to serve members.

In this role, you will handle incoming calls and voicemails, assist with basic account servicing, maintain accurate records, and help ensure members receive timely, professional assistance. This role builds the foundation for future opportunities within the DCR&IS team, including progression into roles that require securities licensing such as the Client Relationship Specialist.

Essential Functions:

Answer and triage incoming calls and voicemails: Confirm the caller's identity, understand their needs, help with questions you are trained to handle, and engage the appropriate team member or supervisor for more complex requests.

- Provide first-level member support: Assist with simple account updates such as address changes and scheduling appointments with Advisors.

- Deliver client interactions that meet quality assurance standards. Calls are recorded and evaluated as part of our ongoing quality assurance and service excellence program.

Respond to inquiries from other departments and return member voicemails: Help internal partners get the information they need and ensure member messages are returned promptly.

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.

Model professionalism and a willingness to learn: Stay informed about our services, service standards, and tools; follow all Delta Community Credit Union and LPL Financial policies and expectations for integrity and member experience. Position may offer work from home opportunities, pending specific performance and departmental needs.

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

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:

High School diploma or equivalent

If not fully licensed at time of employment, will be required to complete the following:

- FINRA Securities Industry Essentials (SIE) exam attempt within four months of onboarding.

Maintain strict code of confidentiality, and strong research and problem-solving skills

Working knowledge of MS Excel and MS Word

Ability to perform well under pressure and handle multiple priorities

Demonstrated sales skills aptitude

Willing to travel to Atlanta-area branches and work evenings and weekends as needed

Able to lift 50 pounds

General knowledge of regulatory compliance necessary to successfully perform job responsibilities

Experience with data aggregation, manipulation and contact relationship management systems

Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulation

Preferred Qualifications:

FINRA Securities Industry Essentials (SIE) exam completed

Bachelor's degree in business or related field

2+ years of credit union or financial services and client phone experience

Working knowledge of Symitar

Working knowledge and understanding of credit union and broker/dealer products, services, policies and procedures

FINRA Series 7, 63 and/or 66

Life, Accident & Sickness Insurance license

Experience with CRM and custodial/clearing platforms (e.g., Salesforce and LPL ClientWorks).

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

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