What are the responsibilities and job description for the Experienced Client Service Associate position at Charter Oak Capital Management?
Experienced Client Service Associate
Charter Oak Capital Management
Portsmouth, NH
Join Our Team at Charter Oak Capital Management!
At Charter Oak Capital Management, we don’t just manage wealth—we build lasting relationships and financial success with our clients. With over 25 years of experience and $1.2 billion in assets under management, we are a trusted fiduciary to high-net-worth and mass-affluent clients across New England and beyond. With locations in Portsmouth NH, and Kennebunk ME, we are a dynamic team dedicated to excellence and are looking for motivated individuals to join us!
Why Charter Oak?
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.
What We’re Looking For
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, internal teams, and custodial partners.
Proactively coordinate client service tasks in collaboration with Financial Advisors.
Communicate regularly with clients and their trusted 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 :
At least 3 years of experience with a financial services firm as a Client Service Associate or equivalent.
Proven experience managing client accounts, including IRAs and retirement funds.
A passion for 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 communication skills, particularly over the phone.
Proficient written communication skills, with the ability to edit and proofread effectively.
Some experience working with Financial and Client Relationship Management (CRM) software, Microsoft Office, and Adobe Suite.
Knowledge of multiple custodians is highly desirable.
Ability to work independently while thriving in a collaborative team environment.
Bachelor's degree preferred.
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
Flexible Savings Account (FSA)
Daily lunch provided in-office
Generous paid time off policy and 11 paid market holidays
Ready to Take the Next Step?
If you’re ready to make a meaningful impact and help our clients achieve financial success, we’d love to hear from you! Please submit your application via LinkedIn, including your resume and optional cover letter. We are committed to reviewing all applications promptly and look forward to connecting with candidates who share our vision of excellence.
Join us at Charter Oak Capital Management—where your passion for client satisfaction will thrive in a supportive, welcoming environment!