Wealth Management Ops Associate: Back‑Office & Client Support

Berkshire Bank; Lenox (MA); On-site; USD 28,240 - 49,579; Full time

Job summary

A leading financial institution in Lenox is seeking a Vice President of Talent Acquisition to provide operational support in the Wealth Management department. The candidate will manage cash transactions, assist with compliance, and enhance client service. This role requires a high school diploma, with a college degree preferred, and over three years of administrative support experience. Candidates must be proficient in Microsoft Office and demonstrate excellent communication skills. The position offers full-time employment in a collaborative and client-focused environment.

Qualifications

• 3+ years’ administrative support, preferably in the financial service industry.
• Basic accounting experience.

Responsibilities

• Provide support to clients in processing cash disbursements.
• Assist Wealth Advisors in maintaining existing accounts.
• Handle customer inquiries in a timely manner.
• Ensure compliance with banking regulations.

Skills

Technology proficiency

Excellent written and verbal communication skills

Excellent organizational skills

Strong math skills

High attention to detail

Collaborative and client-focused

Proactive and innovative

Education

High school diploma or equivalent

College degree

Tools

Microsoft Office Suite

Job description

A leading financial institution in Lenox is seeking a Vice President of Talent Acquisition to provide operational support in the Wealth Management department. The candidate will manage cash transactions, assist with compliance, and enhance client service. This role requires a high school diploma, with a college degree preferred, and over three years of administrative support experience. Candidates must be proficient in Microsoft Office and demonstrate excellent communication skills. The position offers full-time employment in a collaborative and client-focused environment.