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Financial Services Associate

  • Full Time
  • Anywhere

Cape & Coast Bank

Cape & Coast Bank — Hyannis, Barnstable County

Full-time Description FINANIAL SERVICES ASSOCIATE- JOB DESCRIPTION The Financial Services Associate plays a critical role in supporting the delivery of investment and wealth management services through the Bank's broker-dealer partnership with Osaic. This role combines client relationship support, investment operations, account administration, and licensed representative responsibilities. The Fina…

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