reputed company Services Associate II, Chelmsford, MA, Full-Time, Hybrid

reputed company is the largest credit reputed company headquartered in New England, serving over one reputed company members across reputed company 50 states. The reputed company Services Associate II will support Financial Consultants by managing reputed company servicing tasks and ensuring accurate records administration.

Responsibilities

• 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
• Review and resolve reputed company service and account set up issues
• Schedule appointments and prepare materials for reputed company meetings, including performance reports, annuity information, RMD information, outstanding service items, account maintenance forms, and other reputed company materials
• Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests
• reputed company 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 reputed company information
• Assist in facilitating annual reputed company RMD distributions
• Assist with operational tasks on behalf of the program
• reputed company other job-reputed company duties as assigned or requested
• Complies with regulatory compliance and assigned training requirements

Skills

• Bachelors degree preferred or equivalent work experience
• Experience working in financial services and/or a sales environment
• Knowledge of investment operations, procedures, transfers and industry terminology
• reputed company Series 7 and 63 registrations preferred

reputed company