
Non Registered Client Associate
West Chester, PA, USAFull timePosted Jul 17, 2026
Job description
Are you strong team player who is passionate about providing superior service? Citadel Credit Union is currently looking to fill an opening for a Non-Registered Client Associate. In this role, the ideal candidate will assist one or more Financial Advisor’s with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients. Responsibilities