Monson Savings Bank · 1 week ago
Investment Client Services Manager
Monson, MA
Full-time
Onsite
Entry, Mid Level
$63K/yr - $78K/yr
2+ years expMonson Savings Bank is seeking a Client Services Manager to oversee the daily operations of the Investment Department, providing support for Financial Advisors. The role involves client onboarding, account maintenance, and ensuring exceptional customer service while maintaining regulatory compliance.
BankingCommunitiesFinancial ServicesFinTech
Responsibilities
Manage the daily operations of the Investment Department
Provide 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
Ensure accurate and timely processing of departmental activities and regulatory compliance
Deliver exceptional customer service
Qualification
Required
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 skills
Written and verbal communication skills
Proficiency in Windows Office Suite environment
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
Preferred
Massachusetts Life Insurance License preferred, or willingness and ability to obtain within 3 months of hire
Benefits
Paid time off
401(k) with company match
Suite of insurance benefits including medical, dental and more
Company
Monson Savings Bank
Monson Savings Bank helps people save, businesses prosper and communities benefit from products and technology.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dan Moriarty
President & CEO
Michael R. Rouette, Sr.
Executive Vice President and Chief Operating Officer
Recent News
2025-12-30
2025-12-24
2025-11-04
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