Wealth Coordinator I
- Location
- Prattville, AL
- Listed
- Today
Role
Serves as a vital operational and client service liaison within the Wealth Management team, providing both administrative and technical support to ensure effective execution of financial planning and investment services. This role combines front-line member interaction with back-office operational excellence. The Wealth Coordinator is expected to exercise independent judgment, manage complex workflows, support compliance functions, and collaborate across departments to deliver a seamless client experience.
Essential Functions & Responsibilities
- Serves as a first point of contact for clients, delivering exceptional service across all communication channels.
- Assists Wealth Advisors in preparing for and following up on client meetings.
- Maintains and updates CRM systems with mee
From Max Credit Union's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Wealth Coordinator I job at Max Credit Union located?
This Wealth Coordinator I position at Max Credit Union is located in Prattville, AL. Always check Max Credit Union's application page for specific state eligibility or relocation policies.
How do I apply for the Wealth Coordinator I position at Max Credit Union?
This listing links directly to Max Credit Union's application page. You can apply directly on Max 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.