Sr Client Relationship Manager-SPT134

Assists Registered Representatives with servicing clients, enhancing & tracking production and placing trades. Ensures production and referral data is captured and reported to Management timely. Accepts and confirms appointments for Registered Representatives with prospective and current clients. Maintains member referral system accurately and provides timely feedback to credit union managers and staff. Acts as liaison between SSIG and third party investment services providers with regard to record keeping and reporting. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization’s Values.
High school diploma or equivalent. Minimum of two (2) years of financial services, sales and/or related experience. Securities licenses 7 and 66 or ability to obtain the licenses within 1 year. Representative’s U-4 must indicate no “yes” answers in sections regarding investigative disclosure, criminal disclosure, regulatory action disclosure, and customer complaint disclosure. Management must approve any “yes” answers in writing prior to employment. Proficient with general office software particularly MS Office Suite. Excellent organizational and communication skills.