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16 Jul 2024
Full-Time Wealth Advisor- NH (Req#2674)
Job Description
Location: Manchester, NH
Summary:
Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.
Responsibilities:
- Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
- Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients.
- Oversees set-up of new clients within portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
- Identifies and escalates opportunities for process improvement.
- Assists, as requested, with business development opportunities.
- Engages with other lines of business within Bank to fully serve clients’ financial needs.
- Participates in required annual Administrative Reviews of accounts.
- Provides expertise, guidance, and skill development support to other team members.
- May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
- Performs additional duties, as assigned.
Qualifications:
- Bachelor’s degree in business, finance, or related field. MBA preferred.
- Ability to generate net new business is a plus
- Completion of multi-year Trust School program preferred.
- Certified Trust & Financial Advisor (“CTFA”) designation preferred.
- Minimum 7 years’ experience in financial services, including 4 years of direct client management.
- Proven analytical and decision-making skills, with effective problem resolution.
- Excellent communication skills, both verbal and written, including proper business letter and email writing.
- Excellent client service skills.
- Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
- Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
- Attention to detail.
- Positive attitude, team player, and willingness to accept new assignments and pitch-in.
- Valid driver’s license
Working Conditions/Physical Demands:
- Normal office environment.
- Frequent sitting and standing at a desk.
- Heavy keyboard use.
- 10% – 15% driving time.
How to Apply
If you will like to learn more and apply, use the link below: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/2674/?utm_medium=jobshare86 total views, 0 today