Jocelyn Theodore Promoted to Senior Client Services Specialist
Jocelyn Theodore has been promoted to Senior Client Services Specialist for NHTrust. In this position, Theodore will be responsible for responding to queries from NHTrust clients and proactively working with them to ensure that they have the information, tools and relationships that they need to make the best decisions for their financial future.
“Jocelyn has been a valued member of the team and has demonstrated an exceptional ability to meet the high levels of service that our clients have come to expect,” said Eulalie Paris, Vice President Operations, Partnerships & Client Experience with NHTrust. “Because she has experience working with our customers as well as handling many of our administrative functions, she is empowered to be a strong advocate for the needs of each individual client. She understands how it can all fit together for each person or organization.”
Theodore joined the firm in May of 2017 as a Wealth Management Assistant. In this time, she has gained significant experience while continuing with formal education programs in the financial advisory arena. As a result, she recently earned her Financial Paraplanner Qualified Professional (FPQP) status.
Whether you’re saving for retirement, planning your estate, managing institutional funds or investing for a personal goal, NHTrust can help. Their team of professional advisors provides customized financial strategies that will help you build wealth and provide future income. Backed by three of New Hampshire’s oldest and strongest community banks – Meredith Village Savings Bank, Merrimack County Savings Bank and Savings Bank of Walpole – NHTrust is committed to exceptional service and support— for their customers and their communities. For more information, please call 603.223.2710 or visit nhtrust.com.