Investment Services Associate II: Client Onboarding & Support

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

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.