Overview

We are looking for a Member Engagement Associate to deliver a positive, timely and seamless member and prospective member experience.

The ideal candidate will be collaborative, member-focused, have a can-do attitude and passion for delivering top notch customer service to both internal and external stakeholders. This position is required to work 32 hours weekly (M-TH 8:00am-3:30pm MT, F 8:00am-Noon MT). This position will report to the Director, Member Engagement and plays an integral role within the Member Experience Team.

Duties & Responsibilities:

  • Provide excellent member service to all members and prospective members.
  • Manage and professionally respond to all inbound requests, inquiries, and concerns (phone, email, and tickets).
  • Seek out answers on behalf of members or prospective members to ensure satisfaction.
  • Offer accurate and complete information by using appropriate tools and resources.
  • Administer the relationship side of the database by updating contact information, processing dues, creating membership activities, etc.
  • Identify and provide solutions and alternatives to frequent member issues or concerns.
  • Assist with all aspects of the member journey.
  • Support other membership related projects as requested.
  • Performs other duties as assigned.

Tagged as: association membership, customer service

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About

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals and those engaged in the financial planning process. FPA is the CFP® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Qualifications

• Strong computer skills with proficiency in MS Word, Excel, Outlook, and web-based database programs. • Great interpersonal skills with ability to interact effectively, efficiently, and professionally with individuals at all levels of the organization. • Ability to efficiently handle multiple priorities in a fast-paced environment with attention to detail. • Capacity to independently accomplish tasks, be proactive and flexible, and take initiative. • Manage sensitive and confidential matters with discretion. • Bachelor’s degree or equivalent work-related experience. • 1-2 years of membership and/or operations experience preferred. • Association experience preferred.