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Wealth Services Associate — Client & Investments

Job in Hyannis, Barnstable County, Massachusetts, 02601, USA
Listing for: Cape & Coast Bank
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Services Associate — Client Experience & Investments

Cape & Coast Bank in Hyannis is seeking a Financial Services Associate to support investment and wealth management services. This role focuses on client relationship support, account administration, and ensuring adherence to regulatory requirements.

The successful candidate will maintain accurate client records, coordinate account activities, and provide exceptional client experiences. A Bachelor's degree in a related field and at least three years of experience in investment services are preferred.

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Position Requirements
10+ Years work experience
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