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Wealth Management Client Services Associate
Job in
Hyannis, Barnstable County, Massachusetts, 02601, USA
Listed on 2026-07-06
Listing for:
The Cooperative Bank of Cape Cod
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
The Cooperative Bank of Cape Cod is seeking a Financial Services Associate to support investment and wealth management services through client relationship management and investment operations.
This role encompasses client support, account administration, and ensuring compliance with regulatory standards. Candidates should have a Bachelor’s degree in a related field and a minimum of three years of relevant experience.
A competitive salary and benefits package, including health insurance and a 401(k) match, is offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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