Investment Services Specialist: Client Care & Ops

The Cape Cod Five Cents Savings Bank; Hyannis (MA); On-site; USD 65,000 - 85,000; Full time

Job summary

The Cape Cod Five Cents Savings Bank seeks an Investment Services support professional to assist Investment Officers in operating and developing the Investment Services program in line with bank and Osaic objectives. The role emphasizes excellent customer service to foster long-term client relationships and cross-department communication.

Responsibilities include processing paperwork, maintaining client files, ensuring regulatory compliance, and assisting with securities and tax-related tasks,

Qualifications

• Proficiency with Microsoft Office applications.
• Ability to handle highly confidential client data.
• Strong communication and interpersonal skills.

Responsibilities

• Process paperwork and transactions; open new accounts and verify accuracy.
• Maintain client files and ensure regulatory compliance.
• Manage advisor communications and back-office liaison tasks.
• Support investment operations, including mutual funds, stocks, and annuities.
• Coordinate scheduling and client follow-up; prepare reports.

Skills

Word

Excel

PowerPoint

Outlook

Data confidentiality

Education

Bachelor's Degree or equivalent experience in Financial Services/Investments

Job description

The Cape Cod Five Cents Savings Bank seeks an Investment Services support professional to assist Investment Officers in operating and developing the Investment Services program in line with bank and Osaic objectives. The role emphasizes excellent customer service to foster long-term client relationships and cross-department communication.

Responsibilities include processing paperwork, maintaining client files, ensuring regulatory compliance, and assisting with securities and tax-related tasks,