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Executive Client Service Associate

Apply NowApply Later Job ID 908422BR Location Burbank, California, United States Business Partners Federal Credit Union Date posted Jan. 10, 2022

Job Summary:

The Executive Client Service Associate provides dedicated, exclusive, and complete office, operations, sales, and servicing support to the Executive Wealth Advisors of Partners Retirement and Wealth Management. The Executive Client Services Associate is responsible for performing in this role effectively and efficiently in order to maximize Executive Wealth Advisor performance. Will address any and all members and member clients’ needs through inbound and outbound calls, achieve Asset Under Management (AUM) and production (GDC) goals and support the achievement of corporate financial and sales goals. This role also involves identifying and servicing client/member financial needs through cross-selling multiple financial products/services to meet those needs


  • Assist Executive Wealth Advisors through the entire sales cycle
  • Address all member and member clients’ servicing needs
  • Assist with all elements related to new account processing including data entry into the contact management system and LPL and/or outside investment paperwork.
  • Perform financial transactions on behalf of Executive Wealth Advisors and clients through LPL and/or other direct business vendors.
  • Exercise sound judgments during contact with current and/or prospective clients to determine needs direct opportunities to Executive Wealth Advisors and/or to Partners FCU.
  • Maintain and update contact management system (CRM) and ensure distribution of routine client letters.
  • Assist with sales tracking, including data compilation and entry into Synapsys (referral) system.
  • Assist with all marketing efforts including seminars, special client events, referral contests and other cross-departmental promotions.
  • Initiate outbound phone calls/emails proactively to set up client appointments; receive and route incoming phone calls, and set up appointments as necessary.
  • Perform a wide range of duties that require exercising judgment, analysis and problem solving to determine appropriate courses of actions.
  • Interact with various departments of LPL Financial (B/D) to facilitate daily business operations and resolve servicing issues – account-specific, compliance and operational procedures, client requests, etc.
  • Interact with Credit Union and Wealth Management departmental Staff, Members and Clients to ensure business/servicing needs are met and communications clear and understood.
  • Support Partners Retirement and Wealth Management’s business plan, budget and marketing functions.
  • Develop and apply sufficient knowledge of the securities and insurance industries to better serve current and prospective clients.
  • Provide assistance for meeting and event coordination and planning, including but not limited to reservations, materials, agenda, confirmation and follow-up.
  • Act as primary contact for the PRWM management and Executive Wealth Advisors – carrying out business objectives and strategy via effective executions.
  • Develop and maintain relationships through telemarketing with existing and prospective clients, The Walt Disney Company, operating participants and other entities to support Partners Retirement and Wealth Management’s overall goals and objectives.
  • Keep current with LPL and industry regulations to ensure all compliance needs/requirements are met/satisfied.
  • Perform general administrative duties including but not limited to:
  • Analyze information; prepare reports, manuals, correspondence, and memoranda.
  • Send/receive faxes, make copies, create client files, and scan paperwork for electronic filing/recording.
  • Maintain and update all compliance-related files and records; assist with LPL and other regulatory audits.
  • Maintain and update client files, information, documents, and records for PRWM management and Executive Wealth Advisors.
  • Effectively handle various communications from, and to, clients via mail, telephone, and e-mail, and determine the appropriate action that needs to be taken.
  • Follow up with other departments, employees, and vendors to ensure business objectives and needs are properly met.

Basic Qualifications:

  • 3-5 years of relevant work experience
  • Proficient with Microsoft Office
  • Ability to multi-task
  • Strong presentation skills
  • Strong problem-solving skills
  • Effective sales and development skills
  • Must be able to work independently
  • Strong organizational and time management skills
  • Must be detail-oriented
  • Strong verbal and written communication skills

Preferred Qualifications:

  • Previous experience with Retirement and Wealth Management Services.
  • Previous Credit Union or Financial Institution experience
  • Experience with Synapsy and or Symitar/Episys
  • Experience with LPL Branch Net
  • Experience using CRM (e.g., GoldMine, SalesForce, Redtail)
  • State Insurance License

Required Education

High school diploma or GED
Certifications, Licenses and Registrations:
FINRA Series 7
FINRA Series 63 (N/A if FINRA 65 is met)
FINRA Series 65 or 66

Preferred Education

Bachelors Degree

About Partners Federal Credit Union:

For more than 50 years, Partners Federal Credit Union has delivered The Partners Difference to our more than 175,000 members, with the highest levels of service, value, access and convenience. Plus, a full array of financial products you’ll find at the biggest banks, including savings, checking, loans, wealth management and the latest in innovative account access. And always with an exclusive connection to The Walt Disney Company that ensures a level of quality unsurpassed in banking. Named one of the 2019 “Best Credit Unions to Work For” by Credit Union Journal, Partners is truly Cast Members serving Cast Members, creating a genuine bond and commitment to service that no other financial institution can match. Join and discover that at Partners, we honor membership for life — because members can confidently rely on us at every stage of it. And because of our connection to The Walt Disney Company, every person who works for Partners is also a Disney Cast Member/employee.

About The Walt Disney Company:

The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise with the following business segments: media networks, parks and resorts, studio entertainment, consumer products and interactive media. From humble beginnings as a cartoon studio in the 1920s to its preeminent name in the entertainment industry today, Disney proudly continues its legacy of creating world-class stories and experiences for every member of the family. Disney’s stories, characters and experiences reach consumers and guests from every corner of the globe. With operations in more than 40 countries, our employees and cast members work together to create entertainment experiences that are both universally and locally cherished.

This position is with Disney Enterprises, Inc., which is part of a business segment we call Partners Federal Credit Union.

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