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Wealth Management Advisor

2 months ago

Manchester, United States Eastern Bank Full time

Summary:

Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.


Responsibilities:

  • Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
  • Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients.
  • Oversees set-up of new clients within portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
  • Identifies and escalates opportunities for process improvement.
  • Assists, as requested, with business development opportunities.
  • Engages with other lines of business within Bank to fully serve clients’ financial needs.
  • Participates in required annual Administrative Reviews of accounts.
  • Provides expertise, guidance, and skill development support to other team members.
  • May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
  • Performs additional duties, as assigned.


Qualifications:

  • Bachelor’s degree in business, finance, or related field. MBA preferred.
  • Ability to generate net new business is a plus
  • Completion of multi-year Trust School program preferred.
  • Certified Trust & Financial Advisor (“CTFA”) designation preferred.
  • Minimum 7 years’ experience in financial services, including 4 years of direct client management.
  • Proven analytical and decision-making skills, with effective problem resolution.
  • Excellent communication skills, both verbal and written, including proper business letter and email writing.
  • Excellent client service skills.
  • Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
  • Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
  • Attention to detail.
  • Positive attitude, team player, and willingness to accept new assignments and pitch-in.
  • Valid driver’s license


Working Conditions/Physical Demands:

  • Normal office environment.
  • Frequent sitting and standing at a desk.
  • Heavy keyboard use.
  • 10% - 15% driving time.
  • Hybrid Role