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Client Service Professional Jobs in Nantucket, MA

Investment Executive

Hyannis, MA · On-site

$60K - $120K/yr

... of professionalism and expertise. The Investment Executive is responsible for developing new ... Provide exceptional customer service by responding to client inquiries and resolving any issues or ...

Investment Executive

Hyannis, MA · On-site

$60K - $120K/yr

... of professionalism and expertise. The Investment Executive is responsible for developing new ... Provide exceptional customer service by responding to client inquiries and resolving any issues or ...

New Store Opening Sales Associate

Hyannis, MA · On-site

$16 - $18.25/hr

Provides excellent client service by anticipating the client's needs, exceeding expectations, and ... Takes ownership, solicits and incorporates feedback for professional growth and development ...

Assignments generally involve a high level of client service, in some cases as primary client ... A specific important part of this professionalism includes an ongoing concern for the business ...

Senior Investment Officer

Hyannis, MA · On-site

$123K - $178K/hr

Assignments generally involve a high level of client service, in some cases as primary client ... A specific important part of this professionalism includes an ongoing concern for the business ...

Dementia and Professional Caregiving Experience Required - free lodging and food while on live-in ... client care plans. Benefits: 401K Competitive pay Paid orientation and training Sick pay ...

Live In Caregiver

Falmouth, MA · On-site

$16.15 - $17.40/hr

Dementia and Professional Caregiving Experience Required - free lodging and food while on live-in ... client care plans. Benefits: 401K Competitive pay Paid orientation and training Sick pay ...

Showing results 21-40

Client Service Professional information

See Nantucket, MA salary details

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How much do client service professional jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client service professional in Nantucket, MA is $20.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $22.50 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

What cities near Nantucket, MA are hiring for Client Service Professional jobs?

Cities near Nantucket, MA with the most Client Service Professional job openings:

Infographic showing various Client Service Professional job openings in Nantucket, MA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $43,475 per year, or $20.9 per hour.

Investment Executive

Cape & Coast Bank

Hyannis, MA • On-site

$60K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago


Job description

Description

Are you an experienced Licensed Investment Executive who is passionate about the world of investment banking? Do you thrive in a fast-paced environment and have a strong track record of delivering financial advisory services to clients? If so, we have an exciting opportunity for you to join our team as a Licensed Investment Executive.


In this role you will be responsible for cultivating and managing personal and business client relationships, offering tailored investment solutions, and ensuring that the financial needs of our clients are met with the highest standards of professionalism and expertise. The Investment Executive is responsible for developing new business and providing prospects with expert guidance regarding financial planning, leading to sales of investment and insurance solutions designed to meet client financial goals.


ESSENTIAL RESPONSIBILITIES

  • Develops and maintains relationships with clients, understanding their investment objectives and risk tolerance
  • Provides financial advice and recommendations to clients, ensuring their investment portfolios align with their goals
  • Executes investment transactions on behalf of clients, ensuring trades are accurate and timely
  • Monitors and analyzes market trends, economic data, and industry news to identify investment opportunities
  • Identifies and pursues new business opportunities and collaborates with Bank personnel to generate appropriate referrals ensuring that the financial needs of the customer have been met and that recommendations have been made in the best interest of the client
  • Stays informed about products and services offered by the company, as well as industry regulations, industry market conditions, product and service trends, tax law changes, and compliance requirements. Identifies, advocates for, develops and implements improvements as needed
  • Provide exceptional customer service by responding to client inquiries and resolving any issues or concerns in a timely manner
  • Collaborates with account managers to develop, construct, and present proposed investment portfolios to clients and prospects.
  • Completes appropriate documentation as required by the Bank and broker-dealer and maintains a full working knowledge of various software packages to enhance business development, client service and operational processes
  • Ensures that they are operating in compliance with all applicable regulations, policies, procedures, and the Bank's standards of conduct.
  • Represents the bank by participating in community affairs, clubs and organizations to assess the needs of the community, enhance the bank's visibility and increase new business opportunities.
This position includes a bi-weekly non-recoverable draw and commission-based pay. Commissions are calculated monthly as a percentage of gross commissions earned, less the total monthly draw. If commissions do not exceed the draw amount, compensation for that period will consist solely of the draw.
Our history of success and commitment to exceptional customer service starts with our employees and we are seeking candidates who share our vision of excellence and distinction. In addition to working with our engaged and exceptional team members, the successful candidate will be provided with competitive salary and incentives and outstanding benefits that include health dental and vision insurance, generous 401(k) match and tuition reimbursement.Member FDIC. Member DIF. Equal Opportunity Employer.

Requirements

COMPETENCIES

  • Strong initiative that drives results and negotiation skills to initiate, develop and secure relationships with new and existing clients, track record of successful sales and service performance in the investment services business
  • Extensive knowledge of investment and insurance products and services and their application and appropriateness to individual customer needs and goals.
  • Ability to motivate people and communicate effectively through excellent interpersonal skills; strong presentation, written and verbal communication, and skills to address potential and existing client issues and communicate with a wide variety of clientele

QUALIFICATIONS

Education and and/or Experience

  • Bachelor's Degree in Related Field, preferably business, finance, or accounting. MBA desirable.
  • Five to ten years' experience in a bank investment services program, brokerage RIA or directly related field, with client relationship business development responsibilities.
  • FINRA SERIES 7, Series 63, series 65/66 licensures required.
  • Comprehensive knowledge of investment principles and financial products required.
  • Must demonstrate a working knowledge of trust and estate matters.
  • Ability to maintain confidentiality, with tact and diplomacy.