Investment & Insurance Client Support Specialist

Greenfield Savings Bank; Greenfield, Northern (MA, KY); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Greenfield Savings Bank is seeking an Investments & Insurance Sales Assistant to support client relationships, prepare account documentation, and maintain records. This role will assist with practice management and administrative functions to ensure regulatory compliance and smooth operations.

Strong communication and organizational skills are essential for success. The position involves handling client communications, processing paperwork, and coordinating with branch teams to support growth in

Qualifications

• Exceptional organizational and time management skills.
• Proficiency with Microsoft Office (Word, Excel) and ability to learn specialized financial services software.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong interpersonal and customer service skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong problem-solving and critical-thinking abilities.
• Previous financial services, banking, insurance, or administrative experience preferred.
• High school diploma or equivalent; associate's degree preferred.

Responsibilities

• Provide high-quality service and support to existing and prospective clients.
• Maintain and update client databases and records, ensuring information is accurate and current.
• Coordinate and distribute client communications, including appointment reminders, birthday cards, and other relationship management correspondence.
• Place appointment reminder calls and respond to client inquiries as appropriate.
• Prepare new account opening documentation and supporting materials for client meetings.
• Process completed paperwork and submit required documentation to appropriate institutions in a timely manner.
• Serve as a primary point of contact for clients when the Investment Executive is visiting other branch locations.
• Track referrals from branch and departmental partners and prepare periodic referral reports.
• Assist with compliance-related activities, including surveys, audits, and blotter reviews.
• Maintain inventory and distribution of marketing and educational materials for all branch locations.
• Assist with scheduling, file management, and other administrative functions that support the investment and insurance practice.
• Attend required training programs and maintain knowledge of internal procedures, regulatory requirements, and industry best practices.
• Support special projects and perform other duties as assigned.

Skills

Organizational skills

Time management

Microsoft Office

Excel

Attention to detail

Communication

Customer service

Multitasking

Problem-solving

Financial services experience

Education

High school diploma

Associate’s degree in business/finance or related field

Tools

Financial services software

Job description

Greenfield Savings Bank is seeking an Investments & Insurance Sales Assistant to support client relationships, prepare account documentation, and maintain records. This role will assist with practice management and administrative functions to ensure regulatory compliance and smooth operations.

Strong communication and organizational skills are essential for success. The position involves handling client communications, processing paperwork, and coordinating with branch teams to support growth in