The Member Service Representative is a universal financial services role responsible for both member service and teller functions. This position provides exceptional service by assisting members with account transactions, cash handling transactions, account maintenance, consumer loan applications, and financial solutions.
Locations (6)
Alabama, United States
Arkansas, United States
Georgia, United States
Louisiana, United States
Mississippi, United States
Tennessee, United States
Responsibilities
Open, maintain, and close member accounts
Assist members with account inquiries, maintenance requests, and service resolutions
Process consumer loan applications and assist members throughout the loan process
Process deposits, withdrawals, transfers, payments, and other financial transactions accurately and efficiently
Balance cash drawer daily and maintain acceptable balancing standards
Requirements
High School Diploma/GED
Associate or bachelor’s degree, business concentration preferred
Nice to have: Experience within a financial institution
Provide comprehensive operational support to a high-net-worth client base within Neuberger Wealth’s Wealth Advisor Team.
Compensation
The salary range for this role is $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
Responsibilities
Provide ongoing operational support for the team’s client base by managing daily transactions and inquiries accurately and within established deadlines
Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
Offer daily support for the team’s client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks
Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders
Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access
Support managed account business operations services for Outsourced Service Clients.
Compensation
$60,000—$70,000 USD
Responsibilities
Develop a strong understanding of the team’s processes, sponsor relationships, workflows, and systems that support managed account clients.
Support the processing and documentation of new account openings, account maintenance requests, terminations, funding activities, and ensure proper indexing and archiving of all required documents.
Perform comprehensive account-level reconciliations, including cash balances, positions, transactions, and tax lots, ensuring accuracy and completeness.
Identify and resolve reconciliation breaks quickly and accurately to ensure accounts are ready for trading each day.
Maintain an understanding of various security types, pricing methodologies, and security-type mappings, and apply this knowledge to daily operational processes.
Assist Client Advisors in processing banking and investment transactions, onboarding clients, maintaining accounts, and providing client support within UOB’s Private Banking division.
Responsibilities
Process client banking and investment transactions
Onboard and maintain client accounts
Handle asset transfers, deposits, and loan processing
Track and manage document deficiencies
Respond to client queries regarding accounts and products
Requirements
Degree holder in Finance or Business Administration or related disciplines
Nice to have: Type 1 and 4 licensed
Nice to have: ECF on Private Wealth Management accredited by Private Wealth Management Association
A fully licensed Client Associate to serve as a key operational partner responsible for account opening, ongoing account maintenance, money movement, transfers, client service requests, and day-to-day administrative support.
Locations (2)
Dallas, Texas, United States
London, England, United Kingdom
Responsibilities
Serve as a primary point of contact for client service and administrative requests.
Coordinate with advisors, custodians, and internal partners to ensure timely resolution of client needs.
Maintain client records, documentation, and service-related activity.
Prepare and process account-opening, onboarding, and account maintenance paperwork.
Manage account updates, service requests, and client profile changes.
Provide support to Senior Account Executives with daily client management issues such as claims, eligibility, and service issues, and train to manage their own book of business.
Compensation
The expected salary range for this position is $25/hr to $29.51/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.
Responsibilities
Account maintenance, including updates to client files, scanning and attaching of plan documents, and updating Employee Benefits systems and databases
Preparing Annual Notice packets for clients
Requesting, tracking, and uploading Schedule As for client 5500 filings
Assisting with marketing proposals, paperwork, and presentation preparation
Revising, editing, and binding presentation materials as needed
Requirements
4 year college degree or equivalent work experience
Self-motivated, customer centric representative that works to promote the entire line of products and services and expand the business of new and existing customers.
Responsibilities
Drive growth of company-owned NAPA Auto Parts stores, customer base, sales and profits
Promote the entire line of NAPA products and programs to Wholesale Customers
Work with local Store Manager to develop plans to increase sales and proactively initiate, contact, manage and develop leads on a local basis
Identify specific needs of customers and align solutions with NAPA's offerings
Work with manufacturer's representatives to improve program offerings and grow customer knowledge of lines
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