Job Description

POSITION SUMMARY:

The CSA directly supports the firm’s Financial Advisors. The CSA works directly with multiple custodians on behalf of the firm’s clients dealing with all aspects of client needs. The CSA plays a key role in contributing to and enhancing the overall client experience.

REPORTS TO: Advisors and Operations Manager

EMPLOYMENT TYPE: Full Time, 40 hours per week

BENEFITS: Competitive salary, paid PTO, 401k, health benefits, potential for profit sharing, and a schedule that values work-life balance.

 HOURS AND LOCATION: Monday-Friday, 8:30am-5pm, Charter Oak supports a hybrid work environment both in office and remote – in office would be at any of Charter Oak Capital Management’s current offices – Portsmouth NH, Kennebunk, ME or Portland, ME.

 RESPONSIBILITIES:

• Onboarding new clients by preparing all necessary paperwork, establishing accounts, and interacting with multiple custodians

• Serves as the client’s liaison with internal teams and custodial partners

• Assists in the management of the firm’s Client Relationship Management and client reporting systems, maintaining electronic client records in an orderly and comprehensive manner

• Proactively coordinates client service activities in conjunction with advisors

• Interfaces with clients and clients’ trusted advisors on an ongoing basis

• Executes money movements for clients using best execution practices

• Generates and organize materials for client quarterly meetings, including monthly/quarterly reporting, as well as ad hoc requests

• Fields inbound calls for Advisors to ensure high touch service

• Actively participates in the firm’s compliance and efficiency

ESSENTIAL KNOWLEDGE:

• Bachelor’s degree or higher with 3+ years of experience with a financial services firm as a Client Service Administrator or equivalent

• Proficiency with Windows operating system

• Proficiency with MS Office and related tools

• Prior experience with financial custodians a plus

SKILLS & ABILITIES:

·      Excellent attention to detail and adept at prioritizing and organizing

·      Ability to research and problem solve

·      Strong written and verbal communication skills including high-level competence in writing, editing, and proofreading

·      High level of integrity and regard for confidentiality

·      Desire to provide high quality client service and support

·      Ability to lead multiple projects with significant scope and impact

·      Works well independently but also thrives in a collaborative, team environment

Company Description

Wealth management firm dedicated to guiding clients on their financial pathway.