Wealth Management Specialist

3 weeks ago


Manchester, New Hampshire, United States Eastern Bank Full time

Job Summary: We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.

Key Responsibilities:

  • Manage assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
  • Assist 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.
  • Oversee the set-up of new clients within the portfolio on the trust accounting system to ensure accuracy of mailings, tax reports, and statements, and account information.
  • Identify and escalate opportunities for process improvement.
  • Assist with business development opportunities as requested.
  • Engage with other lines of business within the Bank to fully serve clients' financial needs.
  • Participate in required annual Administrative Reviews of accounts.
  • Provide expertise, guidance, and skill development support to other team members.
  • May directly supervise the work of Client Service Associates and/or Senior Client Service Associates.

Qualifications:

  • Bachelor's degree in business, finance, or a related field. An MBA is preferred.
  • Ability to generate net new business is a plus.
  • Completion of a multi-year Trust School program is preferred.
  • Certified Trust & Financial Advisor (CTFA) designation is 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.


  • Manchester, New Hampshire, United States Eastern Bank Full time

    Job Summary:We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. This role will manage all administrative aspects of a portfolio of Wealth Management accounts, ensuring accuracy and efficiency in all aspects of client...


  • Manchester, New Hampshire, United States Eastern Bank Full time

    **Job Summary:**We are seeking a skilled Wealth Management Specialist to oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. As a key member of our team, you will manage all administrative aspects of a portfolio of Wealth Management accounts.**Key Responsibilities:*** Manage...


  • Manchester, New Hampshire, United States Wilmington Trust Full time

    Job Summary:As a Wealth Advisor at Wilmington Trust, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and retention of existing clients. You will work closely with Client Managers, Private Banking, Investment Advisors, and...


  • Manchester, New Hampshire, United States Wilmington Trust Full time

    Job Summary:We are seeking a highly skilled Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for managing a book of client relationships, coordinating activities of the relationship team, and driving revenue growth through the acquisition of new business and the retention of existing clients.Key...


  • Manchester, New Hampshire, United States The Curare Group Full time

    Discover a serene coastal setting and a wealth of outdoor activities in this charming coastal Maine location. As a Neurology Specialist with The Curare Group, you'll enjoy:Hospital Employee Loan Forgiveness availableSigning Bonus available up to $50,000Relocation Bonus availableCME up to 1 week and $5,000 available4-Day Work Week$350K Annual Base SalaryNo...

  • Endodontic Specialist

    3 weeks ago


    Manchester, New Hampshire, United States Affinity Dental Management Full time

    Unlock Your Potential as an Endodontic SpecialistAt Affinity Dental Management, we're dedicated to delivering exceptional endodontic care to our patients. As an Endodontic Specialist, you'll play a vital role in our team, utilizing your expertise to craft and execute evidence-based treatment plans tailored to each patient's unique needs.Your Key...


  • Manchester, New Hampshire, United States LGC Ltd Full time

    Job Title: Strategic Order Management SpecialistJob Summary:We are seeking a highly skilled Strategic Order Management Specialist to join our team at LGC Ltd. As a key member of our Order Management team, you will be responsible for handling customer enquiries, order entry, and order management of Strategic customers.Key Responsibilities:Handle customer...

  • Neurology Specialist

    4 weeks ago


    Manchester, New Hampshire, United States The Curare Group, Inc Full time

    General Neurologist Opportunity in Coastal MaineDiscover the serene beauty of the Maine coast and join a thriving new program as a General Neurologist. With minimal competition in the area, you'll play a key role in shaping your practice's future.Benefits and PerksCompetitive compensation package4-day work weekRobust benefits packageLoan Forgiveness...


  • Manchester, New Hampshire, United States HUB International Full time

    About HUB InternationalWe are a Stevie Award Winning Team at HUB International, the largest privately owned global insurance broker. Our company provides a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.Job SummaryWe are seeking a Client Relationship Manager to...

  • Endodontic Specialist

    4 weeks ago


    Manchester, New Hampshire, United States Affinity Dental Management Full time

    Unlock Your Potential as an Endodontist with Affinity Dental ManagementAre you a skilled Endodontist seeking a new challenge? Affinity Dental Management offers a unique opportunity to join a dynamic team of professionals dedicated to delivering exceptional endodontic care. As a valued member of our team, you will have the chance to work with cutting-edge...

  • Endodontic Specialist

    2 weeks ago


    Manchester, New Hampshire, United States Affinity Dental Management Full time

    Unlock a Brighter Future with Affinity Dental ManagementAre you a dedicated Endodontist seeking a new challenge? Look no further than Affinity Dental Management, a dynamic organization led by an esteemed Endodontist with over 25 years of clinical and leadership experience. Our dentist-run organization spans the Northeast, offering a comprehensive range of...

  • Endodontic Specialist

    1 month ago


    Manchester, New Hampshire, United States Affinity Dental Management Full time

    Unlock Your Potential with Affinity Dental ManagementAre you a skilled Endodontist seeking a dynamic environment where you can excel in your craft? Look no further than Affinity Dental Management, a forward-thinking organization led by a seasoned Endodontist with over 25 years of clinical and leadership experience. Our commitment to excellence and innovation...


  • Manchester, New Hampshire, United States THE MENTAL HEALTH CENTER OF GREATER MANCHESTER INC Full time

    Job Title: Residential SpecialistWe are seeking a highly motivated and compassionate Residential Specialist to join our team at The Mental Health Center of Greater Manchester Inc. As a Residential Specialist, you will play a vital role in providing support and care to individuals with mental health needs in a community-based adult residence.Job Summary:The...


  • Manchester, New Hampshire, United States THE MENTAL HEALTH CENTER OF GREATER MANCHESTER INC Full time

    Job Title: Residential SpecialistWe are seeking a highly motivated and compassionate Residential Specialist to join our team at The Mental Health Center of Greater Manchester Inc. As a Residential Specialist, you will play a vital role in providing support and care to individuals with mental health needs in a 24/7 community-based adult residence.Job...


  • Manchester, New Hampshire, United States Sanmina Full time

    Job Title: Procurement SpecialistJob Summary:Sanmina Corporation is seeking a Procurement Specialist to join our team. As a Procurement Specialist, you will be responsible for sourcing, negotiating, and managing purchase requisitions in support of production.Key Responsibilities:Coordinate purchasing activities and process purchase requisitions in a timely...


  • Manchester, New Hampshire, United States Catholic Medical Center Full time

    Emergency Medical SpecialistAt Catholic Medical Center, we are seeking a highly skilled Emergency Medical Specialist to join our team. As an Emergency Medical Specialist, you will be responsible for providing advanced pre-hospital emergency medical care, including assessing patients, administering medications, and performing advanced airway management.Key...


  • Manchester, New Hampshire, United States Physician Empire Full time

    Join Our Team as a Physician - Hematology/Oncology SpecialistSouthern New Hampshire's Sea Coast Region offers a unique blend of coastal living and easy access to Boston and Portland. Our team at Physician Empire is seeking a skilled Physician - Hematology/Oncology Specialist to join our ranks.Key Responsibilities:Provide high-quality patient care as a...

  • Assembly Specialist

    3 weeks ago


    Manchester, New Hampshire, United States Manpower Group Inc. Full time

    Job Title: Assembly/Quality AssuranceAt Manpower Group Inc., we are seeking a skilled Assembly Specialist to join our team. As an Assembly Specialist, you will be responsible for production assembly and inspections, loading and unloading equipment, and maintaining operation. You will also be responsible for maintaining records and documents, documenting...


  • Manchester, New Hampshire, United States Michael Page Full time

    Job Title: Environmental Health SpecialistMichael Page is seeking an experienced Environmental Health Specialist to join our team. As an Environmental Health Specialist, you will be responsible for ensuring compliance with environmental, health, and safety regulations in a manufacturing environment.Key Responsibilities:Develop and implement safety policies...


  • Manchester, New Hampshire, United States Sequel Medical Technology Full time

    Job Title: Senior Manager, Technical Product SupportJob Summary:We are seeking a highly skilled Senior Manager, Technical Product Support to join our team at Sequel Med Tech. As a key member of our Customer Contact Center, you will play a crucial role in assisting pump users and their families with their twiist experience.Key Responsibilities:Manage...