Client Service Associate

Concord, New Hampshire, United States | Full-time

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The Colony Group seeks a motivated and qualified individual for the position of Client Service Associate on a wealth management team in our Concord, NH office. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with managing all aspects of a client relationship, be dedicated to client service, and have the highest ethical and professional standards of excellence.

Primary responsibilities for this position include:

  • Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (e.g., check requests, distributions); communicating with the company’s Investment Services team and initiating proactive follow-through on such action points;
  • Assisting the wealth management team with internal compliance and external requirements necessary for new accounts and assets;
  • Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas;
  • Drafting and processing correspondence to clients and communicating with clients by telephone and email;
  • Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients;
  • Maintaining electronic and physical records and files in an orderly fashion and updating client information in the company’s databases;
  • Prepare and process quarterly reports to be sent to clients; and
  • Manage all administrative and operational functions of the office;

The position requires:

  • An Associate degree or greater;
  • A minimum of 4-6 years administrative experience in financial or professional services;
  • Familiarity with brokerage or registered investment advisory firm operations;
  • Strong mathematical aptitude; superb written and verbal communication skills;
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology;
  • Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
  • Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.