Client Relationship Specialist
Delta Community Credit Union, Atlanta, GA, United States
Client Relationship Specialist
Create your success story at Delta Community Credit Union where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. As a
Client Relationship Specialist , you are the trusted first point of contact for DCR&IS members. You'll provide
phone
and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience. This role operates under the broker/dealer umbrella of LPL Financial (Member FINRA/SIPC). Prior experience working with or through LPL Financialsuch as familiarity with its systems, workflows, or compliance standardsis
strongly preferred
and will help ensure a seamless transition. This role is ideal for someone who enjoys problem-solving, coordinating complex details, and building relationships in a fast-paced environment. It also provides a strong foundation for future growth into
Financial Advisor
or
Operational Leadership
roles. Practice safety-conscious behaviors in all operational processes and procedures. Essential Functions: Primary client contact by phone and email:
Respond promptly to inquiries; resolve service requests end-to-end with a friendly, professional tone. Client relationship management:
Process address/beneficiary updates, transfers, withdrawals, online access issues, statement/tax document requests, and similar maintenance items accurately and in compliance. Resolve complex client service issues:
Take ownership of member inquiries requiring research or escalation; partner with Financial Advisors and back-office departments to ensure prompt, accurate resolution and clear follow-up to the client. Appointment coordination & pipeline support: Schedule first appointments:
By qualifying prospects and routing appropriately. Schedule annual review appointments:
For existing clients. Pre-meeting client research:
Review member relationships and recent activity to help Advisors prepare for meetings. Generate client performance reports (no investment analysis required). Trade support:
Execute unsolicited member or Advisor-directed trades in accordance with licensing and firm policy. Deliver client interactions that meet quality assurance standards:
Calls are recorded and evaluated as part of our ongoing quality assurance and service excellence program. Events & education:
Assist with workshop preparation and logistics; occasional evening/weekend support. Compliance & records:
Use proper information-handling procedures to keep member information safe. Enter data and maintain client relationship management (CRM) database, Salesforce, in accordance with regulatory requirements. Technology & process:
Drive adoption of tools that improve efficiency and client satisfaction; identify process enhancements. Position may offer work from home opportunities, pending specific performance and departmental needs. Other:
This description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This job description is subject to change at any time. Job Qualifications:
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Required Minimum Qualifications: High School Diploma or equivalent 1+ years' investment or insurance experience 2+ years' experience in credit union or financial services industry Clean U-4 Excellent phone etiquette and written communication skills Strong detail orientation and accountability for resolving client requests. Licensing Requirements: At hire: Hold
at least one of FINRA Series 7 or Series 66 (or 63/65)
OR be in active progress toward completion If holding only one license at hire, obtain the second within
90 days
of onboarding (Delta Community will provide sponsorship and study support) Obtain
CRPC within 12 months
of onboarding Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations Preferred Qualifications: Bachelor's degree in finance, accounting, mathematics or related field Prior experience working with
LPL Financial
or another independent broker/dealer platform. Prior client service or call-center experience in wealth or retirement services CRPC, CFP, or ChFC designation(s) Experience with CRM and custodial/clearing platforms (e.g., Salesforce and LPL ClientWorks) Employee benefits include: Medical, Dental and Vision Coverage Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate Supplemental Insurance or Voluntary Insurance 401(k) Plan with Company Match Vacation, Holidays and Personal Time Off Paid Maternity and Paternity Leave Pre-tax Health and Dependent Care Spending Accounts Benefit Choice Program Health Reward Dollars Discount on Gym Reimbursement and Identity Theft Programs Legal Services
Create your success story at Delta Community Credit Union where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. As a
Client Relationship Specialist , you are the trusted first point of contact for DCR&IS members. You'll provide
phone
and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience. This role operates under the broker/dealer umbrella of LPL Financial (Member FINRA/SIPC). Prior experience working with or through LPL Financialsuch as familiarity with its systems, workflows, or compliance standardsis
strongly preferred
and will help ensure a seamless transition. This role is ideal for someone who enjoys problem-solving, coordinating complex details, and building relationships in a fast-paced environment. It also provides a strong foundation for future growth into
Financial Advisor
or
Operational Leadership
roles. Practice safety-conscious behaviors in all operational processes and procedures. Essential Functions: Primary client contact by phone and email:
Respond promptly to inquiries; resolve service requests end-to-end with a friendly, professional tone. Client relationship management:
Process address/beneficiary updates, transfers, withdrawals, online access issues, statement/tax document requests, and similar maintenance items accurately and in compliance. Resolve complex client service issues:
Take ownership of member inquiries requiring research or escalation; partner with Financial Advisors and back-office departments to ensure prompt, accurate resolution and clear follow-up to the client. Appointment coordination & pipeline support: Schedule first appointments:
By qualifying prospects and routing appropriately. Schedule annual review appointments:
For existing clients. Pre-meeting client research:
Review member relationships and recent activity to help Advisors prepare for meetings. Generate client performance reports (no investment analysis required). Trade support:
Execute unsolicited member or Advisor-directed trades in accordance with licensing and firm policy. Deliver client interactions that meet quality assurance standards:
Calls are recorded and evaluated as part of our ongoing quality assurance and service excellence program. Events & education:
Assist with workshop preparation and logistics; occasional evening/weekend support. Compliance & records:
Use proper information-handling procedures to keep member information safe. Enter data and maintain client relationship management (CRM) database, Salesforce, in accordance with regulatory requirements. Technology & process:
Drive adoption of tools that improve efficiency and client satisfaction; identify process enhancements. Position may offer work from home opportunities, pending specific performance and departmental needs. Other:
This description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. This job description is subject to change at any time. Job Qualifications:
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Required Minimum Qualifications: High School Diploma or equivalent 1+ years' investment or insurance experience 2+ years' experience in credit union or financial services industry Clean U-4 Excellent phone etiquette and written communication skills Strong detail orientation and accountability for resolving client requests. Licensing Requirements: At hire: Hold
at least one of FINRA Series 7 or Series 66 (or 63/65)
OR be in active progress toward completion If holding only one license at hire, obtain the second within
90 days
of onboarding (Delta Community will provide sponsorship and study support) Obtain
CRPC within 12 months
of onboarding Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations Preferred Qualifications: Bachelor's degree in finance, accounting, mathematics or related field Prior experience working with
LPL Financial
or another independent broker/dealer platform. Prior client service or call-center experience in wealth or retirement services CRPC, CFP, or ChFC designation(s) Experience with CRM and custodial/clearing platforms (e.g., Salesforce and LPL ClientWorks) Employee benefits include: Medical, Dental and Vision Coverage Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate Supplemental Insurance or Voluntary Insurance 401(k) Plan with Company Match Vacation, Holidays and Personal Time Off Paid Maternity and Paternity Leave Pre-tax Health and Dependent Care Spending Accounts Benefit Choice Program Health Reward Dollars Discount on Gym Reimbursement and Identity Theft Programs Legal Services