Investment Client Services Manager

Monson Savings Bank•Monson, MA

10d•$63,000 - $78,000•Onsite

About The Position

Monson Savings Bank is seeking a Client Services Manager with FINRA Series 6 or Series 7 licensing to manage the daily operations of the Investment Department with services offered through Osaic Institutions in support of the Financial Advisors. If you are a detail-oriented professional who acts independently to resolve client and operational needs, thrives in a fast-paced financial environment and has strong organizational and administrative skills, then this is the position for you! Key functions include providing support in all areas related to administrative, clerical, customer service and sales production and tracking within the Investment Department. Responsible for client onboarding, account maintenance, and service requests, ensuring accurate and timely processing of departmental activities, regulatory compliance, and delivery of exceptional customer service. This Exempt, Full-time position works within the Monson Main Office, located at 146 Main Street, Monson, MA. This is a great opportunity to take the next step in your career by joining a successful community bank dedicated to our customers, associates and communities! Qualified applicants have an Associate’s degree and two to four years of related experience supporting a brokerage, advisory or wealth management practice; or equivalent combination of education and experience. Monson Savings Bank is an Equal Opportunity Employer to all protected groups, including protected veterans and individuals with disabilities. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential position functions. Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the Monson Savings Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. JOB CODE: ClientServMgr011226

Requirements

FINRA Series 6 or Series 7 license required
Associate’s degree and two to four years of related experience supporting a brokerage, advisory or wealth management practice; or equivalent combination of education and experience
professional customer service, written and verbal communication skills
proficiency in Windows Office Suite environment and familiarity with CRM systems and brokerage platforms
ability to work independently with team approach to work responsibilities
ability to manage multiple demands and priorities
ability to effectively manage time and multiple responsibilities
strong organizational and problem solving skills with solutions-focused approach
experience working in fast-paced office/business environment
Strong attention-to-detail with high degree of accuracy

Nice To Haves

Massachusetts Life Insurance License preferred, or willingness and ability to obtain within 3 months of hire

Responsibilities

providing support in all areas related to administrative, clerical, customer service and sales production and tracking within the Investment Department
client onboarding
account maintenance
service requests
ensuring accurate and timely processing of departmental activities
regulatory compliance
delivery of exceptional customer service