1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
AO Garcia Agency: Independent insurance sales agency recruiting funnel.
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and a genuine desire to help others through financial services.
Cocheco Elder Law Associates: New Hampshire–Maine elder-law and estate-planning law firm serving families with Medicaid, asset protection, probate, and trusts.
2+ YOEAssociate degree or high school diploma with 2–3 years of client services or sales experience; strong sales, administrative, clerical, technical, communication, organizational, and confidentiality skills required.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
3+ YOERequires strong communication and interpersonal skills, attention to detail, Microsoft Office Suite proficiency, and ideally 3–5 years of client service experience in finance.
UBS Financial Services Inc.: U.S. wealth-management broker-dealer and investment adviser serving individuals and institutional customers with brokerage, planning, lending, and investment services.
5+ YOEIdeally 5+ years client service experience in finance, Bachelor's preferred, excellent communication and interpersonal skills, detail oriented, proficient in Microsoft Office Suite.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEHigh school diploma/GED, 1+ year experience, client-centric, strong communication, detail-oriented, ability to learn new technology platforms; SIE/Series 7/66 preferred; proficient with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Jackson Hewitt: National tax preparation services provider and franchise system.
Strong interpersonal and communication skills, basic computer proficiency and troubleshooting, customer service or retail experience preferred, willingness to learn; PTIN certification indicated.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
High school diploma/GED; FINRA SIE, Series 7, and Series 66 required; advanced investment product knowledge; client service skills; Microsoft Office and Salesforce proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Rochester or Ohio or Connecticut or Nevada or Iowa or Texas or Tennessee or Maine or Wisconsin or Illinois or Minnesota or New York or New Hampshire or South Carolina or Missouri or Virginia or North Carolina or Florida or Pennsylvania or Maryland or Alabama or Wyoming or Massachusetts or Arizona or Indiana or Michigan
$21-$29/hrHybridFull Time
EPIC Retirement Plan Services: A financial institution providing retirement plan services and banking benefits.
2+ YOEAssociate's degree and two years of customer service experience, or equivalent; Microsoft Office knowledge required; QKA preferred; strong communication, math, problem-solving, and document interpretation skills.
Bangor or Portsmouth or Portland or Concord or Colebrook or Manchester or Augusta
OnsiteFull Time
Bangor Savings Bank: Mutually held community bank serving individuals and businesses across Northern New England with retail, commercial, payroll, and wealth services.
5+ YOEHigh school diploma required; associate degree or 5+ years mortgage/banking experience. Strong outbound customer service, communication, multitasking, and knowledge of residential mortgage processes required.
Franchisee Advisors: Independent financial-advisory practices employ staff and serve clients under the Ameriprise brand.
Associate's or bachelor's degree preferred; strong communication, organization, time management, problem-solving, confidentiality, and Microsoft Office Suite skills required. CRM experience is a plus.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
Wealth Management and Client Relationship Associate
Portsmouth, New Hampshire, United States
OnsiteFull Time
Harbor Advisory Corporation: Independent investment advisory firm providing wealth management and financial planning services to high-net-worth families and individuals.
2+ YOEBachelor’s degree, 2+ years in a business support role, financial services preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to commute daily to Portsmouth.
Requires an active Life and Health license, strong client relationship, communication, analytical, presentation, organization, and time-management skills, plus Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, agency management systems, web browser software
AmeriVet: Network of veterinary practices providing clinical and operational support.
DVM or VMD degree required, compassionate client-centered care approach, strong communication and client education skills, and ability to lift 40+ pounds.
Michael KorsCPRI: World-renowned designer of luxury accessories and ready-to-wear.
Passion for fashion and customer service; ability to meet sales goals, maintain merchandise presentation, manage client relationships, process transactions, and support inventory and shipping operations.
No experience required. Must provide excellent customer service, basic computer skills, meet sales goals, multitask, stand for long periods, lift boxes, and engage clients professionally.
Thrive Pet Healthcare: A veterinary healthcare network providing primary, specialty, and emergency services.
DVM/VMD required, state veterinary board license in good standing, DEA license or eligibility; strong clinical decision-making and client communication skills.
VCA Animal Hospitals: Network of veterinary hospitals providing medical care for pets.
Using strong medical judgment and empathy to deliver clinical care, build a loyal client base, and work collaboratively within a multi-doctor small animal practice with access to specialists.
Merrimack or Covington or Denver or Westlake or Salt Lake City or Jacksonville or Smithfield
$48k-$50k/yrHybridFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Requires client relationship and consultative experience, customer engagement skills, financial services interest or knowledge, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66.