facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

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