SB Financial Services Relationship Manager jobs in Brookline, MA

Financial Services Administrative Assistant

Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI (Wellesley, MA or Boston, MA) locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday.

Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary.

The duties of this role include supporting the New Business team, but not limited to –

Investment – New Accounts

• Prepare and process applications for new investment accounts & annuities.
• Monitor account transfers and communicate with client throughout the process.

Investment Support

• Prepare and review case status to ensure “in good order”.
• Monitor trades in accounts, to ensure they are handled properly.
• Handle various investment client service requests (distributions, address changes, etc.).
• Maintain various digital databases including client and employee contact info.

A background in Financial Services is necessary. SIE, S6 and/or S7 and S63 registrations desired.

We offer a competitive hourly rate with bonus potential commensurate with relevant prior work experience and qualifications. Qualified candidates should submit a cover letter and resume to the email address provided.

Equal Opportunity and Affirmative Action Employer

Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Wellesley, MA: Relocate before starting work (Required)

Work Location: In person