Founded in 1981, Harbor Group specializes in multi-dimensional financial planning and wealth management for families and individuals. The firm is currently looking for a motivated individual to join the team as a Client Service Manager (CSM). This individual will play an essential role in ensuring a satisfying client experience through excellent client care and service. The CSM position is an ideal role for those who enjoy a team-based environment, are dedicated to client success, and strive for continued excellence.
Your Role on the Team
1. Prepare and process requirements for account maintenance, such as wires, check requests, transfers, new applications, and account update forms
2. Monitor outstanding client transfers, verify transactions, and provide continual status updates to clients
3. Input and maintain accurate client information in all appropriate databases and software applications
4. Compile reports and additional information for advisor review, and contribute to meeting preparation
5. Answer phone calls, ensure client messages are communicated to the appropriate advisor(s), and follow up with clients when appropriate
6. Schedule client appointments and manage calendars for advisors
7. Collaborate with other team members to complete client-related projects
8. Develop trusting relationships with clients through effective communication
9. Provide backup support for other client service managers
The Expertise You Bring
1. Strong relationship-building and communication skills, both written and verbal
2. Exceptional attention to detail and multitasking abilities
3. Experience working collaboratively in a team environment
4. Proficiency in Microsoft Office Suite
5. Bachelor’s degree and 1-3 years of professional experience preferred
6. Willing to go above and beyond to provide our clients with exceptional service
7. Being an enthusiastic, empowered, motivated, and confident team player
Our Investment in You
1. Competitive salary and performance-based bonus
2. Comprehensive benefits: medical, dental, vision insurance; 401(k) with profit-sharing; short and long-term disability; life insurance; paid maternity and paternity leave
3. Paid time off
4. On-site gym facilities
Ready to Join Us?
Interested candidates should send their cover letter and résumé to jobs@harborgroup.com.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Life insurance
* On-site gym
* Paid time off
* Parental leave
* Retirement plan
* Vision insurance
Schedule:
* Monday to Friday
Experience:
* Customer service: 2 years (Preferred)
Ability to Commute:
* Bedford, NH 03110 (Required)
Ability to Relocate:
* Bedford, NH 03110: Relocate before starting work (Required)
Work Location: Hybrid remote in Bedford, NH 03110
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