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Citadel Credit Union

Registered Client Associate

West Chester, PA, United StatesPosted 1 months ago
Full Timeonsite

Job Description

As a Registered Client Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You will be asked to perform daily operational responsibilities as well. This individual must be able to work effectively with other Wealth Management staff members, branch partners, clients, and Senior Financial Advisors.

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Registered Client Associate at Citadel Credit Union | Renata