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Wealth Services Associate — Client & Investments
Job in
Hyannis, Barnstable County, Massachusetts, 02601, USA
Listed on 2026-06-26
Listing for:
Cape & Coast Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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