Within the financial platform of our broker/dealer, you will add new client business, upload documents, review notifications and documents not in good order, run reports through a reporting tool within the system, process service requests such as move money, client data updates (change of address, beneficiary adds/changes, email, POA), add online access for clients, process death claims, account transfers, add TOD’s, etc. Responsibilities: The purpose of this role is to provide administrative, operational, clerical, and sales support for the credit union’s Investment Services group with the goal of providing exceptional customer service and an unparalleled customer experience to members, clients, associates, and the community at large.