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Investment Services Associate – Client Accounts
Job in
Hyannis, Barnstable County, Massachusetts, 02601, USA
Listed on 2026-08-31
Listing for:
The Cape Cod Five Cents Savings Bank
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
The Cape Cod Five Cents Savings Bank in Hyannis, MA seeks an Investment Services Assistant to support the investment program and promote long-term client relationships. You will process paperwork, open accounts, and liaise with advisors and the back office to ensure accuracy and timely execution.
Qualifications include a Bachelor’s in Financial Services/Investments, and a Series 7 license with Series 65/66 licenses preferred or to be obtained after hire.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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