Wealth Coordinator I

Company

MAX1004MAXCU

Where

Prattville, AL

Level

Junior

First seen

November 8, 2026

Listed via

UKG

What the posting says

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 Employment: Full-time

Read more and apply on MAX1004MAXCU's site

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