Client Services Assistant

Description

OUCU Financial is seeking a dedicated and detail-oriented Client Services Assistant to support our Financial Advisors and Tax staff in delivering exceptional service to our clients. The ideal candidate will possess strong communication skills, a customer-focused mindset, and the ability to manage multiple tasks efficiently.

Duties Include:

• Welcoming clients to the office and answering incoming phone calls. Directing clients to the appropriate staff member. 
• Assisting advisors with administrative paperwork and processing.
• Booking advisors' calendars by reaching out to members needing a review or scheduling an appointment due to an upcoming change to their account.
• Assisting tax clients by returning tax documents and explaining results, obtaining payments, and answering any questions the client has.
• Assist with E-filing of tax returns.
• Assist with client servicing such as address changes, account changes, withdrawals, etc. 

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 pay for this position starts at $17.65 per hour, with relevant education and experience considered in determining the starting pay rate.

Requirements

• Associate's degree in business or equivalent education and experience.
• Familiar with Investment Services and credit union products and services. Experience in financial services strongly preferred.
• Experience in customer service and office operations.
• Resume and cover letter required.