Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid
reputed company is the largest credit union headquartered in New England, serving over one million members across reputed company 50 states. The Client Services Associate II will support Financial Consultants by managing client servicing tasks and ensuring accurate records administration.
Responsibilities
- 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 reputed company materials
- Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests
- reputed company 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
- reputed company other job-reputed company duties as assigned or requested
- Complies with regulatory compliance and assigned training requirements
Skills
- 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
- FINRA Series 7 and 63 registrations preferred
Company Overview