Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Consultants with account applications, client inquiries, and meeting preparations.
- Company: Join DCU, New England's largest credit union, dedicated to community and work-life balance.
- Benefits: Enjoy a hybrid work model, excellent work-life balance, and a supportive team environment.
- Why this job: Be part of a caring community while gaining valuable experience in financial services.
- Qualifications: Bachelor's degree preferred; experience in financial services or sales is a plus.
- Other info: This role is not eligible for Visa sponsorship.
The predicted salary is between 28800 - 48000 £ per year.
Schedule: Monday through Friday 8:00 am to 5:00 pm (40 hours). Hybrid eligible.
What You'll Do
- 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 setup 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.
What You'll Need
- Bachelor's 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.
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 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 not currently offering Visa transfer/ sponsorship for this position.
Equal Opportunity Employer Protected Veterans/Individuals with Disabilities.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid employer: Digital Federal Credit Union
Contact Detail:
Digital Federal Credit Union Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment operations and account management. Understanding the terminology and processes will help you communicate effectively during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights about the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare for common interview questions related to client service and account management. Think of specific examples from your past experiences that demonstrate your problem-solving skills and ability to handle client inquiries.
✨Tip Number 4
Research StudySmarter and its values. Being able to articulate why you want to work with us and how you align with our mission will make a strong impression during your interview.
We think you need these skills to ace Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and any administrative roles. Use keywords from the job description to demonstrate that you meet the qualifications.
Craft a Compelling Cover Letter: Write a cover letter that explains why you're interested in the Client Services Associate II position. Mention specific skills that align with the responsibilities, such as your ability to handle client inquiries and perform account maintenance.
Showcase Relevant Experience: In your application, emphasise any previous roles where you supported financial consultants or worked in a sales environment. Provide examples of how you resolved client issues or managed account setups.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Digital Federal Credit Union
✨Know Your Financial Services Basics
Brush up on your knowledge of investment operations, procedures, and industry terminology. Being able to speak confidently about these topics will show that you understand the role and can communicate effectively with clients.
✨Prepare for Client Scenarios
Think about potential client service issues you might encounter in this role. Prepare examples of how you would resolve these issues, as this will demonstrate your problem-solving skills and ability to handle client inquiries.
✨Showcase Your Organisational Skills
Since the role involves a lot of administrative tasks, be ready to discuss your organisational strategies. Mention any tools or methods you use to keep track of appointments, documents, and client communications.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
