Client Services Associate II, Chelmsford, 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.
• Schedule appointments and prepare materials for client meetings, including performance reports and account maintenance forms.
• 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.
• Act on behalf of Financial Consultant by purchasing and selling securities within scope of authority.
• Work closely with branch personnel on referrals, seminars, and appointments.

• Perform other job-related duties as assigned by Managers(s).

What You’ll Need

• Bachelors degree preferred or equivalent work experience.
• FINRA Series 6 and 63 registrations required.

• Minimum of three years administrative office experience in a financial service or 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.

 

We are proud to be a Equal Opportunity Employer/ Protected Veterans/Individuals with Disabilities.

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