Top 258 Client service associate Jobs in Dover Nh

Wealth Management Associate
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Hybrid work
- Microsoft Word
- 5 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Interior Design Sales Professional
Ethan Allen Global, Inc. —Portsmouth, NH
- $70,000 - $200,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Health savings account
- AD&D insurance
Quick Apply
CDL A Truck Driver
US Foods, Inc. —Seabrook, NH
- $34.00 - $39.35 an hour
- Overtime
- Customer service
- English
- CDL A
- Employee stock purchase plan
- Disability insurance
Practice Associate
NHOMS Payroll Services Inc —Dover, NH
- $20 - $25 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Administrative experience
- Health insurance
- Dental insurance
Associate Attorney – Family Law & Criminal Defense
Orion Placement —Kennebunk, ME
- $90,000 - $180,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Communication skills
- Dental insurance
- Paid time off
Quick Apply
Sales and Estimating Associate for Landscape Installation
Site Structures Landscape, Inc —Eliot, ME
- From $30 an hour
- Full-time
- Mid-level
- Residential
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
3d
HP Retail Sales Representative
2020 Companies, Inc. —Newington, NH
- $19.50 an hour
- Part-time
- High school diploma or GED
- Training & development
- Entry level
- Paid training
- Paid holidays
Quick Apply
Customer Service Agent - Portsmouth $1000 Welcome Bonus!
The CCS Companies —Portsmouth, NH
- $45,000 - $56,000 a year
- Full-time
- Background check
- Basic math
- No experience needed
- Paid training
- Paid holidays
Quick Apply
Desktop Engineer - Portsmouth NH
Service Credit Union —Portsmouth, NH
- $83,063 - $103,829 a year
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Paid holidays
Quick Apply
Education Technician III
Amergis Healthcare Staffing —Eliot, ME
- $1,015 a week
- 18 years or older
- CPR Certification
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply
Benefit Success Manager
ClaimLinx —New Hampshire
- $45,000 - $47,500 a year
- Full-time
- Background check
- Up to 50% travel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Spa Sales and Customer Service Associate
Hand & Stone - 2454 Lafayette Rd - Portsmouth, NH —Portsmouth, NH
- $15 - $16 an hour
- Full-time
- Communication skills
- Entry level
- Employee discount
- Opportunities for advancement
Quick Apply
6d
Education Technician III
Amergis Healthcare Staffing —Eliot, ME
- $945 a week
- 18 years or older
- CPR Certification
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply
Licensed Sprinkler Journeyman
PEAK Technical Services Inc. —Amesbury, MA
- $40 - $50 an hour
- Clean driving record
- Customer service
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Nurse Practitioner (Per Diem)
ComplexCare Solutions —Sanford, ME
- $2,400 - $10,000 a month
- Per diem
- Bilingual
- CPR Certification
- Nursing
- 401(k)
Quick Apply
Product Demonstrator PT
Product Connections —Portsmouth, NH
- $20 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Ability to walk for extended periods
Quick Apply
Retail Sales Merchandiser - Walmart
ACO-US —Rochester, NH
- $18 an hour
- Full-time
- 18 years or older
- Microsoft Outlook
- Customer service
- Mileage reimbursement
- Health insurance
Quick Apply
Production Operator
CoWorx Staffing —Kennebunk, ME
- $20 an hour
- Monday to Friday
- Ability to stand for extended periods
- Entry level
Quick Apply
4d
Product Demonstrator PT
Product Connections —Northwood, NH
- $20 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Ability to walk for extended periods
Quick Apply
Registered Nurse (RN)/ Paramedic (NRP) for IV Infusion Clinic
THE DRIPBaR Portsmouth —Portsmouth, NH
- Part-time
- Microsoft Word
- Background check
- Blood sampling
- Health insurance
- Dental insurance
Quick Apply

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client service associate jobs near dover nh

Wealth Management Associate

Steward Partners Global Advisory LLC -
Portsmouth, NH

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Word
Series 7
Bachelor's degree
Organizational skills
FINRA License
Financial services
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Wealth Management Associate

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

The Wealth Management Associate is a registered representative who does not maintain his or her own book of business. In addition to providing administrative support to his/her Wealth Manager, the Wealth Management Associate may conduct client meetings independent of the advisor and can solicit business on behalf of the Financial Advisor.

Duties and Responsibilities:

Preparing research report(s) and reviewing with clients
Preparing portfolio reviews on behalf of Financial Advisor, may attend client meetings with Financial Advisor
Independently improves and streamlines the service model and operational procedures for the team
Coordinates and leads resolution of complex issues/concerns from the client with input from Financial Advisor and/or Operations Manager
Establishes and cultivates relationships with new clients and proactively helps to resolve client issues and concerns
Provides high level support on products and services
Develops customizes presentation materials and manage performance measurements for existing accounts in order to attract new clients
Collaborates with the Financial Advisor in developing overall business plans and marketing strategies by independently targeting prospective clients and create/plan the content of seminars
Initiates, organizes, promotes and sets up seminars for clients and prospects on behalf of the advisor
Independently assists clients with market and stock research
Independently develops, implements and communicates new procedures, products and portfolio enhancements to clients
Cultivates and develops relationships with custodians and other internal departments
Attends seminars or client meetings with Advisor and coordinates distribution of marketing presentations to clients
Is a leader in sharing best practices within the branch and across Divisions
May mentor other sales support professional within branch or across Division
Supports local manager in day-to-day branch administration activities
Other ad hoc duties or projects that may be assigned
In addition, the Wealth Management Associate may also have a specialism or perform additional functions such as business development, financial planning, marketing or business strategy.

Skills, Experience & Qualifications

Minimum of 5 years of work experience in a field relevant to the position
Bachelor’s degree in business or in related field is preferred
Financial industry and product knowledge
FINRA Series 7 and 66 (or 63 and 65)
Life and health licenses as required
Excellent analytical, problem solving and critical thinking
Independent self-starter who can manage multiple activities to defined deadlines
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Team player with the ability to collaborate with others
Effective written and verbal communications skills
Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:

Market Business Director

FLSA Status:

Non-Exempt

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services (or related): 5 years (Preferred)
Financial industry and product knowledge: 3 years (Preferred)

License/Certification:

FINRA Series 7 (Required)
FINRA Series 66 (or 63 and 65 (Required)

Work Location: Hybrid remote in Portsmouth, NH 03801

Quick Apply

Refine Your Search

client service associate jobs in dover nh

Wealth Management Associate

Interior Design Sales Professional

CDL A Truck Driver

Practice Associate

Associate Attorney – Family Law & Criminal Defense

Sales and Estimating Associate for Landscape Installation

HP Retail Sales Representative

Customer Service Agent - Portsmouth $1000 Welcome Bonus!

Desktop Engineer - Portsmouth NH

Education Technician III

Benefit Success Manager

Spa Sales and Customer Service Associate

Education Technician III

Licensed Sprinkler Journeyman

Nurse Practitioner (Per Diem)

Product Demonstrator PT

Retail Sales Merchandiser - Walmart

Production Operator

Product Demonstrator PT

Registered Nurse (RN)/ Paramedic (NRP) for IV Infusion Clinic

I want to receive the latest job alert for client service associate in dover nh

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