Wealth Management Client Advisor

First Seacoast Bank; Dover (NH); On-site; USD 42,000 - 64,000; Full time

Job summary

First Seacoast Bank in Dover, NH is seeking an experienced Wealth Department administrator to provide operational, sales and administrative support, interfacing with clients to help reach their financial goals. You will handle account openings, reporting, and client communications with a focus on accuracy and compliance.

The role stresses customer service excellence and collaboration with Wealth Executives, while coordinating events and portfolio materials.

Qualifications

• Bachelor’s degree or equivalent in work experience.
• 3-5 years of experience in a financial services/administrative support role required.
• Series 7, 63, 65 or 66 as well as LAH are preferred.
• Excellent customer service, communication, and organizational skills.
• Must be detail oriented and self-motivated; able to work with little direction.
• Strong computer skills and familiarity with various software and/or financial programs.

Responsibilities

• Provides operational, sales and administrative support to the Wealth Department.
• Interfaces with clients to answer questions and inquiries to meet financial goals.
• Maintains knowledge of and ensures compliance with banking regulations and FINRA/SEC rules.
• Maintains client databases; processes new account openings; tracks mailings and transfers.
• Develops client proposals and gathers information for meetings; prepares reviews and reporting.
• Manages and reports on call activity; supports Wealth Management outreach and events.
• Coordinates outreach, meetings, and client education seminars; handles documentation and proposals.
• Assists customers with technology inquiries regarding mobile and online banking.
• Ensures quality customer service standards are consistently achieved.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Sales ability

Honesty

Self-motivated

Education

Bachelor’s degree or equivalent

Tools

Licenses: Series 7/63/65/66

LAH (preferred)

Financial programs

Job description

First Seacoast Bank in Dover, NH is seeking an experienced Wealth Department administrator to provide operational, sales and administrative support, interfacing with clients to help reach their financial goals. You will handle account openings, reporting, and client communications with a focus on accuracy and compliance.

The role stresses customer service excellence and collaboration with Wealth Executives, while coordinating events and portfolio materials.