Company Overview:

Barry Investment Advisors is a financial services firm specializing in investment management and financial planning. With a strong commitment to client satisfaction, we strive to provide exceptional service and personalized solutions to our clients. As a trusted advisor, we work closely with individuals, families, and other professionals to help our clients achieve their financial goals.

Key Responsibilities:

- Serve as the primary point of contact for clients, building and maintaining strong relationships

- Coordinate and manage all aspects of client accounts, including account opening, transfers, and account maintenance

- Work closely with Fidelity Investments and Charles Schwab to ensure accurate processing and resolution of issues in relation to client accounts

- Provide ongoing support to clients by identifying and troubleshooting issues effectively and with prompt follow up

- Collaborate with internal teams, including advisors and financial planners, to ensure seamless service both to clients and amongst the team

- Facilitate a weekly meeting to keep the team up to date on the status of open/ongoing items

- Maintain strict client confidentiality and adherence to industry rules, regulations, and best practices

- Answer phones, retrieve & process mail, along with other administrative duties as needed

- Additional responsibilities as needed

Required Skills

- Detail-oriented and highly organized, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment

- Forward-thinking and adept at looking at the “bigger picture” to anticipate additional needs of clients and the firm

- Excellent communication and interpersonal skills, with the ability to build connections and establish trust with clients

- A supportive team player willing to take initiative and be of assistance to others while also being able to excel in an individual capacity

- Problem solving & adaptable as demands shift throughout each day

- Maintain a business-professional appearance appropriate for a client-facing role

- Strong knowledge of industry rules and regulations

Education, Training & Experience:

- Bachelor's degree in finance, business, or related field required

- Minimum of three years’ experience in client service or relationship management within the financial services industry required

- Strong computer skills, especially in Word, Excel, and Adobe

- Salesforce and Wealthscape experience highly preferred

-Notary Public preferred

Work Setting:

- Full-time in New Bedford, MA office Monday-Friday

- Possibility for hybrid work schedule in the future

The above-listed job description is not intended to describe in full detail the multitude of tasks that may be assigned, but rather to give the employee a general sense of the responsibilities and expectations of this position. As the nature of business demands change, so too, may the essential functions of this role.