Wealth Client Services Associate II
$27.5 - $33 per hourDigital Federal Credit Union
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. #J-18808-Ljbffr Digital Federal Credit Union
Vacancy posted 1 day ago
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