Client Relations Associate jobs in Concord, NH

We are seeking a Registered Client Service Associate to join our team. You will perform clerical, customer service and administrative functions in order to help drive company success.

Responsibilities:

• Draft correspondences and other formal documents
• Manage incoming and outgoing correspondence
• Answer inbound telephone calls and handle basic client requests
• Make outbound calls to schedule client appointments
• Manage office calendar
• Plan and schedule appointments
• Greet and assist guests
• Help manage the CRM system
• Be able to recognize sales or service opportunities and create a follow-up for those items
• Imaging/Scanning/Filing so that physical and electronic client files are compliance ready
• Follow a compliance regulated filing system
• Data input client information to open new accounts with various sponsors and generate forms for service-related requests such as beneficiary changes, withdrawals etc
• Handle trade requests at the direction of the financial professional
• Perform all other office tasks
• Additional responsibilities can be added in the future
• Assist financial professional and other staff as needed

Things the applicant will bring to the position:

• Securities registered or willing to become registered within twelve months by passing the SIE exam, Series 66 exam and Series 7 exam
• Previous experience in the securities and investment industry or the insurance industry is preferred
• Familiarity with brokerage or registered investment advisory firm operations
• Must be able to work independently but know when to ask questions to clarify tasks
• Completing tasks correctly is more important than doing them fast
• Be able to understand and follow detailed, complex regulatory requirements
• Strong working knowledge of Microsoft Word, Excel and Outlook
• Be extremely confident with technology and capable of learning new software and systems
• Ability to prioritize and manage multiple time sensitive demands
• Excellent written and verbal communication skills
• Extremely detailed and able to spot inconsistencies
• ​Strong organizational skills
• Clean background check and fingerprinting results required

Working Conditions/Physical Demands:

· Normal office environment

· Frequent sitting at a desk

· Heavy keyboard use

Job Type: Full-time

Salary: $50,000 - $70,000 per year

Benefits:

· 401(k)

· Dental insurance

· Health insurance

· Paid time off

Schedule:

· 8-hour shift

· Monday to Friday

Experience:

• Previous experience in the securities and investment industry or the insurance industry is preferred

Work Location: In person

Job Types: Full-time, Permanent

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Experience:

• Financial services: 1 year (Preferred)

Ability to Commute:

• Concord, NH 03301 (Required)

Ability to Relocate:

• Concord, NH 03301: Relocate before starting work (Required)

Work Location: In person