Client Services & Branch Operations Specialist
Listed on 2026-11-05
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Finance & Banking
Office Administrator/ Coordinator, Business Administration, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Bank Customer Service, Banking & Finance
Coulter Services in Exeter, NH seeks a Branch Office Administrator to support a Financial Advisor by delivering exceptional client service and ensuring smooth daily office operations.
You will manage client inquiries, schedule appointments, prepare accurate account documentation, process transactions, and coordinate client reviews and local events.
The role requires strong organization, detail orientation, and the ability to learn regulatory requirements to maintain compliant records.
Are you ready to take on the Client Services & Branch Operations Specialist role at Coulter Services?
We are looking to fill the Client Services & Branch Operations Specialist position at Coulter Services in Exeter, NH, United States.
The Client Services & Branch Operations Specialist role at Coulter Services is now open for applications in Exeter, NH, United States.
Join us at Coulter Services as our next Client Services & Branch Operations Specialist in Exeter, NH, United States.
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