Wealth Services Associate — Client Experience & Investments
Capecodcoop
Capecodcoop is seeking a Financial Services Associate to support investment and wealth management services. This key role involves maintaining client records, coordinating account activities, and facilitating account onboarding while ensuring compliance with regulatory requirements. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least three years of experience in investment services. Strong communication and client management skills are essential, along with the ability to work efficiently in a fast-paced environment. #J-18808-Ljbffr Capecodcoop
Vacancy posted 3 days ago
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