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Investment Services Support at CEFCU - ApplyBlast

Investment Services Support

CEFCU

2 months ago

3.5 on Glassdoor

Peoria, Illinois, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The role assists Financial Advisors with customer service, trade placement, problem resolution, and marketing to enhance member satisfaction and the efficiency of the CEFCU Investment Services program. It includes maintaining required licenses, performing discount brokerage functions, and providing backup support to the Investment Services Support Team.

Responsibilities

Assist Financial Advisors with customer service and trade execution
Maintain required licenses and complete continuing education
Provide high quality member experience and support investment services

Skills

Qualifications

Illinois Life/Health Insurance LicenseFINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63

About CEFCU

cefcu.com

Headquarters

Peoria, Illinois, United States

Company Size

501-1000 employees

Founded

1937

View Profile

CEFCU (Citizens Equity First Credit Union) is a member-owned credit union headquartered in Peoria, Illinois, offering a full range of personal and business financial services. Their offerings include checking and savings accounts, home loans, vehicle loans, credit cards, personal and student loans, as well as investment and insurance products. CEFCU operates under the motto 'Not a Bank. Better.' and is committed to delivering competitive rates and community-focused financial services.