Financial Client Service Associate

Ossipee in New Hampshire (United States)

Publish date: March 20, 2016 07:03

Price: Check with seller

Description

Our client, an established firm located near Ossipee, NH is seeking a Client Service Associate responsible for supporting its financial clients. Responsibilities include: fund transfers, monitor and forward alerts regarding overdrafts and trading issues, collect and file wire instruction information, insurance policy documents and year-end tax information, prepare cash flow and budget reports, maintain CRM database and other special projects as needed. Must have strong math, problem solving, communication, organizational, and time management skills and excellent PowerPoint, Excel, and Outlook skills. Experience with CRM, Advent Axys, and/or Portfolio Center is preferred. Must be able to work independently and demonstrate initiative. A Bachelor’s degree along with one year of experience in an operational role at a bank or financial institution is required. Competitive salary and benefits package in a work environment that recognizes and promotes from within. Local candidates only (must live within commute distance, no relocation). Must be authorized to work in the United States without any type of work sponsorship. Please email your resume to [email protected] Nancy Baughman Calm Water Business Partner, LLC PO Box 7046, Nashua, NH 03060-7046 Phone: 603-809-4218 Web: http://www.calm-water.com

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