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

Description

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.

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 1,900 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.

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