Account Executive bei OUCU Financial

Description

Are you a driven and personable individual with a knack for building relationships? Do you thrive in a dynamic environment and have a passion for supporting financial success? We’re on the lookout for an enthusiastic and dedicated Account Executive to join our team and provide exceptional support to our financial advisors.

At OUCU Financial, we believe in empowering our clients to achieve their financial goals through personalized and expert guidance. We foster a collaborative and supportive culture where every team member plays a crucial role in our collective success.

About the Role:

As an Account Executive, you will be an integral part of our team, working closely with financial advisors to ensure our clients receive the highest level of service. Your primary focus will be on building and maintaining strong client relationships, facilitating seamless communication, and supporting the administrative and operational needs of our Investment Services team. 

Key Responsibilities Include:

• Client Relationship Management: Serves as primary point of contact for clients; addressing inquiries, scheduling meetings, and ensuring a positive client experience.
• Client Operations and Onboarding: Guides new clients through onboarding and ensures a seamless processing of new business and account paperwork.
• Client Meeting Support: Attends client meetings with the advisor, assisting in presenting and signing documents. Independently meets with clients for service items such as QCDs, RMDs, and beneficiary updates. 
• Advisor Support and Scheduling: Manages the advisor's calendar and meeting schedule. Tracks post-meeting action items. 
• Client Engagement and Marketing Support: Executes quarterly touchpoints and themed meetings, such as annual tax planning meetings. Assists in seasonal outreach and personalized communication. 

At OUCU Financial, we believe that our employees make the difference. We recognize, appreciate, and empower our most valued assets - our employees! We offer an enthusiastic, team-oriented environment, with unlimited growth opportunities. In addition, at OUCU, you will find a competitive compensation package, comprehensive training programs, an outstanding benefits package with an incredibly generous 401(k) retirement plan, and multiple volunteer opportunities to help our communities. The starting pay for this position will be commensurate with experience. 

Requirements

• High School Diploma required; some college preferred. 
• Securities license required: Series 6 or 7 with 65/66. Series 7 is strongly preferred.
• Minimum of 2 years in financial services. 
• Professional, client-friendly demeanor with a high degree of discretion.
• Tech proficient with CRM and planning tools.