Copper Financial (“Copper”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting our members’ unique needs wherever they are in their financial journey.

Join our team as a Client Service Associate and play a key role in providing administrative and sales support for our Wealth Advisors. The ideal candidate will enhance the client experience by delivering exceptional service and support across all phases of the client relationship, as well as promote advisor productivity and positive client experiences.

• Support assigned Wealth Advisors and program credit unions with administrative and sales assistance.
• Interact with prospective and existing clients to address and resolve their servicing requests in a timely manner.
• Liaise with external product carriers to expedite processes and resolve client-related issues.
• Process paperwork for new accounts and client servicing requests while maintaining a high attention to detail.
• Ensure accuracy and timely submission of new business documents and follow up on submissions.
• Collaborate with back-office support personnel to ensure high-quality service and client satisfaction.
• Schedule appointments for Wealth Advisors and conduct follow-up calls with clients who receive marketing material.
• Maintain client records in accordance with FINRA compliance standards and company procedures.
• Provide cross-coverage support for other CSAs when required.
• Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.

• Minimum 2-3 years of experience in the financial services field or related customer service experience preferred.
• SIE (Securities Industry Essentials) exam, Series 7, and Series 66 licenses preferred (may be obtained during employment).
• Excellent communication skills, able to engage with clients, colleagues, and business partners professionally and effectively.
• Strong decision-making and problem-solving abilities, with above-average math aptitude.
• Proficient in computer literacy, including Excel, CRM (e.g., Salesforce), and back-office systems, coupled with exceptional organizational and prioritization skills.
• Comprehensive understanding of investment products and services, including insurance, annuities, securities, and advisory products, as well as credit union offerings for cross-referral opportunities.
• Proficiency in operational procedures related to client accounts and ability to manage multiple requests while meeting deadlines.
• Flexibility and adaptability to effectively embrace change, quickly modify behavior, and accommodate new requests while remaining agile.
• Ability to resolve interpersonal conflicts, maintain confidentiality, and demonstrate patience, empathy, and professionalism in dynamic and fast-moving work environments.