Wealth Management Relationship Specialist

POSITION: Wealth Management Relationship Specialist

Position Summary:

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Wealth Management Relationship Specialist provides operational, sales and administrative support to the Wealth Department. Interfaces with clients to answer questions and inquiries in an effort to meet their financial goals and objectives. Performs duties in compliance with applicable laws and regulations. Maintains knowledge of and ensures compliance with federal and state banking regulations and adheres to all bank policies and procedures. Responsible for knowledge and compliance with FINRA and SEC regulations of a securities branch office.  Maintains client databases; process new account openings; tracks mailings and transfers.

Key Result Areas: 

• ·Develops client proposals and gathers information in preparation for client/prospect meetings. Maintains paperwork and system for IRA distributions, transfers and address changes, researches and prepares client reviews; develops and maintains a detailed performance reporting system.
• ·Develop and maintain a system for reporting calls for the weekly, monthly and quarterly call meetings. Assists in t he exaction of the Wealth Management Client Service Model.
• ·Manages the SUGAR system (internal in-bound referral management system) in accordance with Bank Policies and Procedures. As needed, conducts investment research and assists in the development of client portfolio presentations.
• ·Provides basic information to clients and prospective clients; manages incoming service requests from clients and Wealth Executives.
• ·Coordinates business development activities, organizes client events, public education seminars, and periodic meetings as needed.
• ·Processes all documentation; prepares sales proposals, prepares and distributes letters with instructions for client signatures; policies for delivery, processes annual reviews for clients and compiles information for client/prospect meetings.
• ·Manages strategic outreach efforts with clients, prospects and centers of influence for appointments and referrals to generate interest in FSB Wealth Management.
• ·Assists customers with technology inquiries regarding mobile and online banking applications.
• ·Ensures that quality customer service standards are consistently achieved
• ·Performs additional duties as requested

Qualifications: 

• ·Attention to Detail: Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.
• ·Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
• ·Quality and Work Standards, self-imposing standards of excellence rather than having standards imposed.
• ·Demonstrates honesty; keeps commitments; Maintains confidentiality and meets own commitments.
• ·Bachelor’s degree or equivalent in work experience.
• ·3-5 years of experience in a financial services/administrative support role required.
• ·Series 7, 63, 65 or 66 as well as LAH are preferred.
• ·Excellent customer service, communication, and organizational skills
• ·Must be detail oriented and self-motivated; able to achieve responsibilities with little direction from his/her supervisor
• ·Strong computer skills and familiarity with various software and/or financial programs
• ·Physical surroundings are pleasant and comfortable with minimal exposure to injury or other hazards with moderate level of noise.
• ·Physical effort required; able to sit or stand for extended periods of time. 

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Location: Hybrid/Dover, NH
Salary Range: $69,000 - $92,000

  The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $69,000 - $92,000 Cambridge Saving Bank will determine actual compensation for the role based on factors including, but not limited to, the successful candidate’s skills, qualifications, and experience. In addition, Cambridge Savings Bank offers a wide range of comprehensive and inclusive employee benefits for full-time roles including healthcare, parental planning, mental health benefits, performance bonus opportunities, a 401(k) plan and match, flexible time off, and others.

Visa Sponsorship: Cambridge Savings Bank is unable to sponsor or take over sponsorship of an employment visa for this role at this time.

About Cambridge Savings Bank:

  Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. In March 2026, Kroll Bond Rating Agency affirmed CSB’s investment-grade rating, reinforcing the bank’s position as a reliable business leader. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370.

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.