<p>Schedule</p> <p>Monday through Friday 8:00 am to 5:00 pm (40 hours). Hybrid eligible.</p> <p>What You'll Do</p> <p>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p> <ul> <li>Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers. </li><li>Review and resolve client service and account set up issues. </li><li>Schedule appointments and prepare materials for client meetings, including performance reports, annuity information, RMD information, outstanding service items, account maintenance forms, and other related materials. </li><li>Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests. </li><li>Perform clerical / administrative tasks, including documentation required for books and records, the preparation and processing of correspondence and communications, syncing of calendars, and daily filing of client information. </li><li>Assist in facilitating annual client RMD distributions. </li><li>Assist with operational tasks on behalf of the program. </li></ul> <p>What You'll Need</p> <ul> <li>Bachelors degree preferred or equivalent work experience. </li><li>Experience working in financial services and/or a sales environment. Knowledge of investment operations, procedures, transfers and industry terminology. </li></ul> <p>What We Do</p> <p>DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,900 team members, we strive to make DCU a great place to work with an excellent work-life balance, and a community that cares.</p> <p>DCU is not currently offering Visa transfer/ sponsorship for this position.</p>