Wealth Management Client Relations Specialist
Job in
Holyoke, Hampden County, Massachusetts, 01040, USA
Listed on 2026-05-22
Listing for:
PeoplesBank
Full Time
position Listed on 2026-05-22
Job specializations:
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Finance & Banking
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Administrative/Clerical
Job Description & How to Apply Below
Peoples Bank is looking for a Client Relationship Administrator to support the Wealth Management team by managing client inquiries, executing financial transactions, and facilitating new client onboarding. This role involves organizing office functions, managing calendars, and preparing account documentation.
The ideal candidate should have strong organizational skills and be able to work independently. A Bachelor's degree or equivalent experience in the financial sector is required. Knowledge of MS Office and regulatory requirements is preferred.
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