Investment Client Services Manager

Monson Savings Bank is seeking a Client Services Manager with FINRA Series 6 or Series 7 licensing toOG 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.

Annual Base Salary Range: $63,000 - $78,000. Potential to earn incentives up to $20,000 annually.

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!

Benefits of this Full-time position include paid time off, 401(k) with company match, suite of insurance benefits including medical, dental and more!

Qualified applicants have an Associate’s degree and two to four years of related experience supporting a brokerage тил advisory or wealth management practice; or equivalent combination of education and experience. FINRA Series 6 or Series 7 license required. Massachusetts Life Insurance License preferred, or willingness and ability to obtain within 3 months of hire.

The successful candidate possesses 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.

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 Osa 주세요 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 FD]) }}