Citadel Credit Union
Direct employer career site

Non Registered Client Associate - Citadel Wealth Management

Location
West Chester, PA
Listed
Today

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

Read the original posting

From Citadel Credit Union's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

Where is the Non Registered Client Associate - Citadel Wealth Management job at Citadel Credit Union located?

This Non Registered Client Associate - Citadel Wealth Management position at Citadel Credit Union is located in West Chester, PA. Always check Citadel Credit Union's application page for specific state eligibility or relocation policies.

How do I apply for the Non Registered Client Associate - Citadel Wealth Management position at Citadel Credit Union?

This listing links directly to Citadel Credit Union's application page. You can apply directly on Citadel Credit Union's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.