Bedford, United States

Client Relationship Specialist

Full-time / part-time
Full-time
Level
Associate
Department
Operations
Address
3 Executive Park Drive
Bedford
03110
United States

Job description

This role will sit in either Concord Trust's New Hampshire or South Dakota office

  • Manage set-up processes for new trust relationships and maintain existing accounts
    • Process legal documents and record sensitive information in CTC’s operational systems
    • Execute financial transactions, including purchase and sale of trust assets.
    • Coordinate with CTC’s operational and administration teams to ensure all account information is consistent
  • Communicate directly with client’s attorneys and wealth managers
    • Work alongside other relationship managers to meet client objectives
    • Communicate clearly about topics ranging from trust investment structures to tax and compliance requirements
  • Support business development goals; contribute to marketing plans
    • Communicate with prospective clients and advisors; provide insight on the benefits of directed trusts with the intention of growing CTC’s business referral sources
    • Attend regional and national conferences on CTC’s behal

Qualifications

  • Bachelor’s degree and an interest in business and finance
  • Strong organization and communication skills (oral and written)
  • A heightened attention to detail
  • Self-starter: ability to work through ambiguous situations, set priorities, and track/resolve issues

Additional information

CTC is strategically positioned at an important crossroad of the investment, accounting, and legal services industries.  The opportunity to grow with our company while gaining valuable experience in the financial services industry is significant.

To support our growth, CTC is aiming to add smart, hard-working team members to our company in the positions of client relationship specialists.  You will have the opportunity to work alongside our executives, who have many years of financial and operations experience as well as MBAs from the country’s leading universities.  Most importantly, they appreciate and value the opportunity to mentor the next generation of management talent.

 

Company description

Concord Trust Company, LLC, part of IQ-EQ (“CTC”) is a specialized, non-depository trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from all over the world.  We have offices in Bedford, NH and Rapid City, South Dakota, two of the most favorable jurisdictions in the world for trust administration. CTC is strategically positioned at the crossroads of the investment, accounting, and legal services industries.  Our clients are entrepreneurs, investors, and philanthropists.  

We strive to be a best- in-class trust services provider, focusing on specialized services that complement our clients’ existing teams of trusted advisors.  We offer access to both South Dakota’s and New Hampshire’s advantageous trust and tax laws, all while facilitating sophisticated investment strategies and intergenerational wealth transfer plans.

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