Client Services Associate II

Digital Federal Credit Union; Chelmsford (MA); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid Time Off and holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a Client Services Associate II to support Financial Advisors in prospecting, onboarding, and client engagement. You will prepare materials for client meetings, update CRM, and manage service requests with precision.

The role emphasizes organized client records, adherence to FINRA/OSJ rules, and active management of client experience plans. Location: Chelmsford, MA. Target compensation: $27.50–$33.00 per hour + quarterly incentives.

Qualifications

• Minimum 1 year experience in investment support or administration, or similar client-facing role.
• Experience following defined processes and procedures.
• Strong relationship management and privacy judgment.
• Excellent organizational skills and deadline pressure handling.
• Ability to build credibility with stakeholders.
• Strong problem-solving and autonomous decision-making abilities.
• Proficient in Microsoft Office; familiar with CRM and financial planning tools.
• SIE + Series 7 preferred; plan to obtain further licenses.

Responsibilities

• Oversee and manage new client onboarding process.
• Prepare documents and presentations for client meetings.
• Fulfill requests and resolve service issues; update CRM.
• Coordinate service activities using workflows and delegate tasks.
• Maintain client files to comply with FINRA, OSJ, and regulators.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Communicate via phone, mail, email, social media to support reviews and webinars.
• Organize appreciation and education events; support advisor activities.
• Track new leads from referrals or opportunities.
• Execute administrative and operational tasks as assigned.

Skills

Client onboarding

CRM management

Attention to detail

Communication

Problem solving

Education

Associate's degree

Tools

Microsoft Office Suite

CRM software

Financial planning software

Job description

Description

The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service and client engagement.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do:

• Oversee and manage new client onboarding process.
• Prepare key documents and presentations for client meetings.
• Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM.
• Utilize workflows to coordinate service activities and delegate appropriate tasks to team members.
• Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan.
• Organize and attend all appreciation and education events.
• Support Financial Advisors activities to provide education and appreciation to Experience Center partners.
• Track and contact new leads from referrals or educational opportunities.
• Execute administrative & operational tasks, as assigned.

Essential Skills:

• Minimum 1 year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company.
• Experience completing work/tasks in accordance with specific processes and procedures.
• Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy.
• Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines.
• Proven skills and commitment in meeting or exceeding member expectations and requirements.
• Demonstrated ability to establish credibility and rapport with internal and external stakeholders.
• Ability to problem-solve effectively, with strong critical thinking skills.
• Ability to work autonomously with proven decision-making skills and sound judgment.
• Working knowledge of Microsoft Office Suite.
• Familiarity with CRM software and financial planning software preferred.
• Certification/License:SIE + Series 7 preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).
• Minimum Education:Associate's level degree or equivalent relevant work experience required.

Location: Chelmsford Corporate Office | Chelmsford, MA

Target Compensation: $27.50 to $33.00 per hour + quarterly incentive

Who We Are:

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

What makes First Tech different?

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.