Financial Client Service Specialist

Financial Client Service Specialist needed for full-time position in Bedford, NH area offering hybrid remote/in-office flexibility, $50-65K base salary DOE, plus bonuses, paid time off, benefits package and more! If you hold Series 7 & 66 licenses, have experience in Financial Services industry in a customer service or administrative role and are looking to join an organization that's growing, innovative, a leader in the industry, and offers an excellent work environment, training and advancement opportunities; this could be the opportunity you're looking for!

Responsibilities:

• Prepare for client meetings
• Gather and enter data into our financial planning software
• Create financial planning deliverable's
• Perform case analysis and draft recommendations for Advisor’s review
• Run illustrations and hypothetical's
• Resolve client questions and provide information as it relates to servicing their accounts
• Conduct transactions and execute trades on behalf of clients

Ideal Candidates Will Have:

• College degree
• Licenses: Series 7, Series 66, NH LAH Insurance
• 2+yrs of experience in Financial Services
• Analytical ability, initiative and persistence
• Strong interpersonal skills
• Effective communication with clients and other advisor's and staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by advisor and regulatory agencies
• Positive attitude and sincere willingness to constantly learn and grow