Wealth Advisor- NH
Eastern Bank
**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
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