Investments Operations Associate
About The Position
The Capstone Planning Group is a comprehensive financial planning and investment team conveniently located at Cornerstone Bank. The group leverages LPL Financial which has consistently been ranked the #1 independent broker-dealer in the industry. Cornerstone Bank is a community bank located in Central Massachusetts and is committed to our customers, colleagues & communities that we serve. The Investment Operations Associate supports The Capstone Planning Group with a variety of administrative tasks. A primary function includes processing new account openings and tracking incoming and outgoing transfers. Exceptional customer service and organization skills are a must. The role involves frequent client interaction by phone, email, and in-office. This position is on-site within our Sturbridge branch.
Requirements
- Previous customer service experience required
- Ability to maintain customer confidentiality
- Must be detail oriented and able to meet strict deadlines
- Must possess excellent communication, organizational, customer service, interpersonal, and computer skills
Nice To Haves
- Experienced with CRM system desired
- A general knowledge of financial industry is preferred but not required.
Responsibilities
- Manage incoming phone calls
- Greet customers in-office
- Assist with scheduling
- Processes and track new accounts, move money requests, and transfers
- Prepare paperwork for client signatures
- Upload and file documents
- Update client contact information
- Utilize CRM system to manage and document completed tasks
- Adhere to all industry regulations, compliance, and branch security requirements
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
