Make a Lasting Impact Through Exceptional Service
Maps Credit Union is seeking a professional, detail-oriented, and service-driven Client Service Associate (CSA) to join our growing Wealth Management team. The Client Service Associate plays an important role in delivering an exceptional member experience while providing essential support to financial advisors and the broader Wealth Team.
Maps offers its investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Client Service Associates are dual employees of Maps Credit Union and Ameriprise and benefit from the resources, expertise, and support of both organizations.
If you are passionate about delivering outstanding service, take pride in doing things the right way, value collaboration, and genuinely enjoy helping people improve their financial lives, we would love to hear from you.
Key responsibilities include:
- Provide exceptional service by responding to member inquiries, identifying needs, and delivering timely and effective solutions.
- Process client transactions, including disbursements, deposits, account updates, and other service requests accurately and efficiently.
- Provide support throughout the client onboarding process, ensuring a smooth and positive experience from start to finish.
- Support financial advisors by scheduling and coordinating appointments, preparing for client meetings, and ensuring forms and documentation are completed accurately and on time.
- Serve as a liaison between members, Ameriprise, Maps Credit Union, and other internal departments.
- Build and maintain strong, trusted relationships with members, clients, financial advisors, and internal business partners.
- Demonstrate Maps’ core values in every interaction: commitment, character, collaboration, competence, and composition.
- Partner with branch teams to support sales initiatives, referrals, and financial education opportunities.
- Support investment and Credit Union integration initiatives, including seminars, branch training, and member outreach events.
- Maintain compliance with all applicable Credit Union, FINRA, SEC, Ameriprise, BSA, OFAC, AML, Regulation BI, and other regulatory requirements.
- Support departmental goals and strategic initiatives established by Wealth Team leadership.
- Represent Maps Investments with the highest standards of integrity, professionalism, and ethical conduct.
Knowledge, Skills, and Abilities:
- Strong ethical standards and sound professional judgment.
- Excellent organizational skills and the ability to consistently follow established processes.
- Commitment to continuous learning, coaching, and professional development.
- Excellent written, verbal, and interpersonal communication skills.
- Ability to build trust and develop strong relationships with members, clients, and teammates.
- Effective time-management, problem-solving, and prioritization skills.
- Ability to manage confidential and sensitive information with discretion.
- Strong attention to detail and technical proficiency.
- Ability to adapt and remain effective in a fast-paced, evolving environment.
- Collaborative mindset with the ability to work effectively across teams and business functions.
