Investment Relationship Specialist
Huntsville, AL 35893, USA
Coordinates brokerage office activities in support of the Financial Advisor sales force to provide meaningful activity and organizational support. Work with member/clients or prospects to address account issues; problem resolution; paperwork and documentation completion and deficiency resolution (NIGOs) as needed or instructed; handling of member/client requests.Assist in coordinating client events; preparation of marketing and seminar materials and support the advisors’ efforts to market to clients and prospects; working with LPL to ensure that all marketing, client communication and seminar materials have been submitted and approved. Maintain a working knowledge of all Redstone products and services to generate referrals to and from the all business lines of Credit Union.Prioritize calling efforts to meet weekly appointment goals; schedule annual reviews; follow-up on direct mail campaigns; problem resolution; paperwork deficiencies; member/client follow-up and other assigned calling activities which could be wide in scope.
Minimum two years’ experience in the financial industry.
Prior brokerage or wire house administrative experience preferred.
Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability. We are proud to be a Drug-Free and Tobacco Free Workplace.