Client Associate, Financial Services

Client Associate, Financial Services

Specialty: Accounting & Finance

Job Description

Amber Payne
Regional Director

Amber has been a member of the Leddy Group team since December of 2016 when Leddy Group acquired Staff Hunters of Portsmouth. From 2006 – 2016 she was the Branch Manager for Staff Hunters of Portsmouth. Prior to moving to the east coast, Amber worked for two large, national, staffing firms. Her 20 years of industry experience includes roles as Recruiter, Sr. Staffing Manager, Branch Manager, and now, Regional Director. 

603.766.4909 | Amber@leddygroup.com

An organization in Portsmouth, NH with a passion for social responsibility has a full-time opportunity for a Client Associate, Financial Services! This position is responsible for providing support to the organization’s clients and internally to ensure optimal customer service. The ideal candidate is looking for career growth, enjoys working in a collaborative environment, and has prior experience in client services.

Responsibilities of the Client Associate, Financial Services

  • Be the first point of contact for new and existing clients
  • Assist client/potential clients or direct them to the right person
  • Process new client paperwork and maintain client database
  • Prepare meeting materials
  • Provide calendar management
  • Update spreadsheets and reports
  • Perform routine office tasks, such as filing, incoming/outgoing mail, etc.
  • Perform other related tasks and projects, as required

Qualifications of the Client Associate, Financial Services

  • Bachelor’s degree in finance preferred
  • Prior experience in client services, preferably within banking or financial services
  • Strong organizational and communication skills
  • Proficient in MS Office Suite
  • Ability to multitask and reprioritize, as necessary
  • Team player who enjoys working in a collaborative environment
  • Customer service-oriented personality

Please share your resume in confidence for this Client Associate, Financial Services opportunity. We look forward to connecting with you!

To apply, please email your resume to careers@leddygroup.com, call (603) 766-4909, ext. 1, or apply online at www.leddygroup.com.

Veterans and military spouses are encouraged to apply

About Leddy Group

We are a privately owned, regional staffing company serving northern New England since 1994. We are real people helping real people find meaningful employment through our specialties:  Accounting & Finance, Administrative & Customer Service, Engineering, HR, Industrial and Skilled Manufacturing.

Client Associate, Financial Services

 

 

Amber Payne
Regional Director

Amber has been a member of the Leddy Group team since December of 2016 when Leddy Group acquired Staff Hunters of Portsmouth. From 2006 – 2016 she was the Branch Manager for Staff Hunters of Portsmouth. Prior to moving to the east coast, Amber worked for two large, national, staffing firms. Her 20 years of industry experience includes roles as Recruiter, Sr. Staffing Manager, Branch Manager, and now, Regional Director. 

603.766.4909 | Amber@leddygroup.com

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