Wealth Management Client Relations Specialist

Cambridge Savings Bank; Dover (NH); Hybrid; USD 69,000 - 92,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan with match

Parental planning

Mental health benefits

Performance bonus opportunities

Flexible time off

Job summary

Cambridge Savings Bank in Dover, NH is seeking a Wealth Management Relationship Specialist to provide operational, sales and administrative support to the Wealth Department, interfacing with clients to help them achieve financial goals while ensuring compliance with laws and bank policies. The role also involves preparing client reviews, maintaining databases, and supporting portfolio presentations.

The position includes coordinating events, reporting, and outreach to generate opportunities for

Qualifications

• Bachelor's degree or equivalent in work experience.
• 3-5 years of experience in a financial services/administrative support role.
• Series 7, 63, 65 or 66 license(s) preferred, LAH encouraged.
• Excellent customer service, communication, and organizational skills.
• Detail oriented and able to work with minimal supervision.
• Strong computer skills and familiarity with financial programs.

Responsibilities

• Develop client proposals and prepare for client/prospect meetings.
• Maintain paperwork and system for IRA distributions and transfers.
• Manage the SUGAR system and assist in investment research.
• Provide basic information to clients and handle service requests.
• Coordinate business development activities and client events.

Skills

Attention to detail

Sales ability

Customer service

Organizational skills

Communication skills

Self-motivated

Proficiency with software

Education

Bachelor's degree or equivalent

3-5 years financial services experience

Tools

SUGAR system

Financial software

Job description

Cambridge Savings Bank in Dover, NH is seeking a Wealth Management Relationship Specialist to provide operational, sales and administrative support to the Wealth Department, interfacing with clients to help them achieve financial goals while ensuring compliance with laws and bank policies. The role also involves preparing client reviews, maintaining databases, and supporting portfolio presentations.

The position includes coordinating events, reporting, and outreach to generate opportunities for