Become a Financial Paraplanner in Bedford, NH or Andover, MA
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Client Support Professional

Job Title
Client Support Professional

Reports To
Financial Advisor

Location
Bedford, NH

 

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      • Do you have an interest in personal finance?
      • Do you like working with numbers?
      • Do you enjoy educating yourself and others?
      • Do you find fulfillment in helping people?

Overview

Client Support Professional is a key member of our team. Our goal is to assist our clients to Live Their Life on Purpose, never worrying about money. Hours can be flexible as well as the ability to work from home. There is a significant opportunity for advancement if that is your goal. You can also be very happy and challenged if your goal is to be a superstar Client Support Professional. A premium is deserved for candidates with specific experience in the financial services industry. Our preference is a full time candidate, however strong part-time candidates, please apply.

Will you be our next team member?

Primary Responsibilities

      • Assist with client meeting preparation – some input of numbers/info into a spreadsheet template, generate pdf reports
      • Assist with quarterly fee procedures in online systems that monitor accounts
      • Coordinate requests and receipt of documents from CPAs, attorneys, insurance agents
      • Create and modify documents using Microsoft Office, Adobe Reader, Google Sheets
      • Download tax forms from Fidelity and TD Ameritrade systems
      • Log and file documents received from clients in our online database
      • Maintain automation of client meeting invites and confirmations
      • Maintain the client relationship management (CRM) system
      • Organize tasks after client meetings and follow up with client on their to-dos
      • Request information from clients and track status with the client relationship management system
      • Request insurance quotes for life and long-term care insurance
      • Review online systems that monitor client accounts for errors/exceptions
      • Share in answering telephone responsibilities with other team members
      • Share in scanning and filing documents responsibilities with other team members

Knowledge and Skill Requirements

      • A desire to work on a team/a strong team player – you will be working with a team of “A” Players
      • Ability to pick up concepts quickly
      • Flexibility/ok with change – technology/the world changes over time so we must evolve
      • Good with/not afraid of numbers – it is preferred that you handle your own finances to understand the concepts
      • High attention to detail and strong follow through
      • Knowledge of Microsoft Office, Adobe Reader 
      • Independent worker, but able to collaborate with others ask questions when necessary
      • Experience with project coordination preferred 
      • Strong professional written and verbal communications skills
      • Strong computer/technology skills – our systems are all electronic, no paper
      • University degree preferred
      • Very organized

More About Bartley Financial Advisors

      • We are a progressive, full-service wealth management firm with offices in Bedford, NH & Andover, MA
      • We are proud to guide our clients every step of the way, so they can live the life that they want without the worry of money
      • We listen to our clients and each other
      • We help our clients crystallize what’s most important to them by defining their vision and goals

We are proud to offer:

      • Competitive base salary commensurate with experience
      • Comprehensive benefits package including health, disability & life insurance; 401(k)
      • Paid training
      • Flexible schedule
      • Tuition reimbursement
      • Profit sharing
      • Paid time off
      • Significant opportunity for advancement
      • Ability to work remotely if desired
      • Competitive salary
      • Mentorship and coaching

 

 

Apply Now