Client Service Associate
Charter Oak Capital Management
Portsmouth, NH or Kennebunk, ME
As a Client Service Associate (CSA) at Charter Oak, you will directly support the firm’s Financial Advisors and play a key role in enhancing the overall client experience. You’ll collaborate with a talented team to create a culture that emphasizes client satisfaction, innovative wealth management, and comprehensive financial solutions. Our firm fosters a warm, family-oriented atmosphere where every team member is valued and supported.
We seek individuals who are passionate about client service and who embody our fiduciary commitment. If you are a team player with a proactive attitude and a genuine desire to build relationships with both new and existing clients, we want to hear from you!
Key Responsibilities:
- Onboard new clients by preparing all necessary paperwork, establishing accounts, and interacting with multiple custodians.
- Serve as the primary liaison between clients, advisors, internal teams, and custodial partners.
- Proactively coordinate client service tasks in collaboration with Financial Advisors to address ongoing needs and concerns.
- Facilitate money movements for clients, always adhering to best execution practices.
- Prepare and organize materials for client meetings, including ad-hoc requests.
- Field inbound calls for Financial Advisors to ensure top-tier service.
- Actively participate in firm-wide compliance initiatives and efforts to improve operational efficiency.
Key Qualifications:
- Experience with a financial services firm as a Client Service Associate or equivalent.
- Proven experience managing client accounts
- Passionate about delivering exceptional client service and support.
- Exceptional attention to detail with excellent organizational and time management skills.
- Strong research, problem-solving, and critical thinking abilities.
- Excellent verbal and written communication skills, with the ability to edit and proofread effectively.
- Experience working with Client Relationship Management (CRM) software, Microsoft Office, and Adobe Suite.
- Knowledge of multiple custodians, including Fidelity is highly desirable.
- Ability to work independently while thriving in a collaborative team environment.
What We Offer:
Competitive Compensation: Base salary commensurate with experience.
Comprehensive Benefits Package:
- Group health benefits, with options for dental and vision
- 401(k) with company match
- Short- and long-term disability plans
- Term Life Insurance/AD&D
- Daily lunch provided in-office
- Generous paid time off policy and 11 paid market holidays
Ready to Take the Next Step?
Please submit your resume and cover letter to recruiting@charteroakcm.com. We are committed to reviewing all applications promptly and look forward to connecting with candidates who share our vision of excellence