Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid
Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Schedule
Monday through Friday 8:00 am to 5:00 pm (40 hours). Hybrid eligible.
What Youll 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 Youll 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 1900 team members we strive to make DCU a great place to work with an excellent worklife balance and a community that cares.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Required Experience:
IC
Employment Type
Full-Time
