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Wealth Services Associate — Client & Investments
Job in
Springfield, Hampden County, Massachusetts, 01119, USA
Listed on 2026-06-25
Listing for:
Capecodcoop
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
Capecodcoop is seeking a Financial Services Associate to support investment and wealth management services. This key role involves maintaining client records, coordinating account activities, and facilitating account onboarding while ensuring compliance with regulatory requirements.
The ideal candidate will have a Bachelor's degree in Finance or a related field and at least three years of experience in investment services. Strong communication and client management skills are essential, along with the ability to work efficiently in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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