Wealth 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

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.