Client Service Associate

Client Service Associate - Locations in Maine & New Hampshire

As a Client Service Associate (CSA) at Charter Oak, you will directly support the firm’s Financial Advisors and play a key role in enhancing the overall client experience. You’ll collaborate with a talented team to create a culture that emphasizes client satisfaction, innovative wealth management, and comprehensive financial solutions. Our firm fosters a warm, family-oriented atmosphere where every team member is valued and supported.

We seek individuals who are passionate about client service and who embody our fiduciary commitment. If you are a team player with a proactive attitude and a genuine desire to build relationships with both new and existing clients, we want to hear from you!

Key Responsibilities:

• Onboard new clients by preparing all necessary paperwork, establishing accounts, and interacting with multiple custodians.
• Serve as the primary liaison between clients, advisors, internal teams, and custodial partners.
• Proactively coordinate client service tasks in collaboration with Financial Advisors to address ongoing needs and concerns.
• Facilitate money movements for clients, always adhering to best execution practices.
• Prepare and organize materials for client meetings, including ad-hoc requests.
• Field inbound calls for Financial Advisors to ensure top-tier service.
• Actively participate in firm-wide compliance initiatives and efforts to improve operational efficiency.

• Experience with a financial services firm as a Client Service Associate or equivalent.
• Passionate about delivering exceptional client service and support.
• Exceptional attention to detail with excellent organizational and time management skills.
• Strong research, problem-solving, and critical thinking abilities.
• Excellent verbal and written communication skills, with the ability to edit and proofread effectively.
• Experience working with Client Relationship Management (CRM) software, Microsoft Office, and Adobe Suite.
• Knowledge of multiple custodians, including Fidelity is highly desirable.
• Ability to work independently while thriving in a collaborative team environment.

Applicants should apply by email to with their cover letter, curriculum vitae and compensation requests. Interviews and further industry testing will be part of our competitive hiring process.