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Financial Services

Financial Services Client Specialist II

Job in Chelmsford, Middlesex County, Massachusetts, 01824, USA
Listing for: Digital Federal Credit Union
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading credit union located in Chelmsford, Massachusetts, is seeking an employee to assist Financial Consultants in administrative duties and client service tasks. Responsibilities include processing account paperwork, scheduling client appointments, and resolving service issues. Ideal candidates will have a BS degree or equivalent experience in financial services, knowledge of investment operations, and excellent communication skills. We foster a diverse and inclusive work environment and provide a balanced work-life experience.
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