Search for Jobs in NH

Client Services Specialist

Marten Vandervelde CFP, Prudential Advisors, Hollis, NHPosted: June 23, 2023, 11:50pm

Workplace:

Job type: Part-time

Compensation:

About the job

I am a financial planner looking for 10-20 hours a week managing my book of business. I'm looking for a very detail-oriented individual with great personal skills to create and implement a client-retention strategy to regularly reach out to existing clients, request meetings, and arrange follow up consultations from people I've spoken to years ago. This job will be very flexible with regard to hours worked and time-of-day worked, and will also offer flexibility with remote and in-person. Although I work for Prudential Advisors, I work out of a "Registered Private Office" in Hollis NH with my wife, who is my administrative assistant. This summer, we are creating a new team with some other planners and need administrative help, and whoever we hire will be getting on the ground floor with eyes upward for where we will be next year for more hours and perhaps this position growing into a full-time position. We're looking to add a member to the family to help us grow. For the right candidate, the pay will start at $25/hour, and will consider contributing to a ROTH IRA for you as well.

Job Type: Part-time

Pay: $25.00 per hour

Benefits:

  • Flexible schedule
  • Work from home

Schedule:

  • Monday to Friday

COVID-19 considerations:
I am fully vaccinated, and would expect all candidates to be so as well.

Education:

  • High school or equivalent (Required)

Experience:

  • Customer service: 1 year (Preferred)

Work Location: In person

Find qualified candidates

NH Hired is the most comprehensive, active, and feature-rich job board website in New Hampshire, focusing specifically on NH-based businesses and job-seekers, and providing automated job applications, screening and more through the power of artificial intelligence.