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

Schedule

Monday through Friday 8:00 am to 5:00 pm (40 hours). Hybrid eligible.

What You'll Do

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.

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.

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.