Client Services Associate II

First Tech Federal Credit Union; Chelmsford (MA); On-site; USD 38,000 - 45,000; Full time

Job summary

First Tech Federal Credit Union in Chelmsford, MA is seeking a Client Services Associate II to support Financial Advisors in prospecting, marketing, sales, and service of investment products while maintaining high service standards.

You will manage onboarding, prepare client meeting materials, and coordinate service activities, ensuring regulatory compliance. This role emphasizes relationship-building and autonomous decision-making.

Qualifications

• Minimum 1 year experience in investment support or administration.
• Experience completing work/tasks per defined processes and procedures.
• Ability to manage relationships with discretion and privacy.
• Strong organizational skills with attention to detail and deadlines.
• Proven track record of meeting member expectations.
• Ability to establish credibility with stakeholders.
• Strong problem-solving and decision-making abilities.
• Proficient in Microsoft Office Suite.
• Familiarity with CRM software and financial planning software preferred.
• Certification/License: SIE + Series 7 preferred and willingness to obtain further licensing.
• Associate’s degree or equivalent work experience required.

Responsibilities

• Oversee and manage new client onboarding process.
• Prepare key documents and presentations for client meetings.
• Fulfill client requests and resolve service issues ensuring CRM updates.
• Coordinate service activities and delegate tasks to team members.
• Maintain client files to comply with FINRA, OSJ, and Agency regulators.
• Generate and manage Client Experience Plan via TouchPoint Management.
• Regularly communicate via phone, email, social media for reviews and campaigns.
• Organize and attend appreciation and education events.
• Support Financial Advisors with education and appreciation for Experience Center partners.
• Track and contact new leads from referrals or educational opportunities.
• Execute administrative and operational tasks.

Skills

Investment support

Organizational skills

Communication skills

Relationship management

Problem solving

Decision making

Autonomy

Microsoft Office

Education

Associate's degree or equivalent

Tools

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.

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? Click here to learn more!

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.