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Investment Operations & Onboarding Specialist
Job in
Needham, Norfolk County, Massachusetts, 02492, USA
Listed on 2026-06-12
Listing for:
Baystate Financial
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Baystate Financial is looking for a detail-oriented, client-focused Financial Service professional to join our growing team in Needham, Massachusetts. The ideal candidate will have exceptional communication skills, strong organizational abilities, and proficiency with Microsoft Office and CRM platforms.
This role supports New Business and Investment Operations teams, ensuring a seamless experience for clients and advisors, while handling account processing and client service requests.
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