Client Services Associate II

Are you passionate about financial advisory services and building strong client relationships? As a Client Services Associate II, you'll play a crucial role in promoting our Advisory Services both internally and within the community. You'll work closely with investment advisors to grow revenue and assets under management, while actively supporting our customer service philosophy and culture.

The position is available anywhere in the United Community Bank footprint.  This is a in-office/non-remote position.  

• NOTE:  The CSA must hold the SIE, Series 7 and Series 66 OR obtain the SIE, Series 7, and Series 66 within 6 months of hire.  United Community will sponsor the study course and exam.
• Collaborate and Grow: Partner with investment advisors to increase sales, maintain client support, and resolve service issues.
• Client Engagement: Manage all aspects of client service, from communication to issue resolution and back-office processing.
• Meeting Preparation: Assist in preparing for client and prospect meetings.
• Compliance: Ensure the office meets all regulatory compliance requirements.
• Marketing Initiatives: Coordinate and implement seminars, sales campaigns, and branch trainings.
• Account Management: Establish brokerage accounts and resolve account problems.

Licensing & Education

• Active Series 7 and Series 63/66 licenses preferred.
• Bachelor’s degree preferred or equivalent work experience.

Core Competencies

• Detail-Oriented: Ability to manage multiple priorities accurately and efficiently.
• Self-Motivated: Works independently and takes initiative.
• Problem-Solving: Strong analytical skills to identify and resolve issues effectively.
• Industry Knowledge: Commitment to staying current with regulatory and industry changes.
• Communication: Exceptional verbal and written communication skills.
• Customer Service: Proven ability to deliver outstanding client service and build relationships.

• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position

 FLSA Status: 

• Non-Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.