Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid

Schedule

M-F, 8am-5pm (40 hours)

What You’ll Do

Summary/Objective:

Functions as a part of a larger team dedicated to helping members pursue their long-term financial goals. Assist with the daily administrative operations for an assigned group of Financial Consultants. Responsible for all aspects of client servicing and records administration.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers.
• Review and resolve client service and account set up issues.
• Schedule appointments and prepare materials for client meetings, including performance reports, annuity information, RMD information, outstanding service items, account maintenance forms, and other related materials.
• Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
• Perform clerical / administrative tasks, including documentation required for books and records, the preparation and processing of correspondence and communications, syncing of calendars, and daily filing of client information.
• Assist in facilitating annual client RMD distributions.
• Assist with operational tasks on behalf of the program.
• Perform other job-related duties as assigned or requested.
• Complies with regulatory compliance and assigned training requirements.

What You’ll Need

• Bachelors degree preferred or equivalent work experience.
• Experience working in financial services and/or a sales environment.
• Knowledge of investment operations, procedures, transfers and industry terminology.
• FINRA Series 6 and 63 registrations preferred

What We Do

DCU is the largest credit union headquartered in New England – serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.

DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

DCU is not currently offering Visa transfer/ sponsorship for this position.

Expected Pay Range

$30.00 - $33.70 / hour