CONCORD — Jocelyn Theodore was recently promoted to senior client services specialist for NHTrust. In this position, Theodore will be responsible for responding to queries from clients and working with them to ensure they have the information and tools needed to make 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 and 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."
Theodore joined the firm in May of 2017 as a wealth management assistant. In this time, she has gained experience while continuing with formal education programs in financial advisory, and recently earned her financial paraplanner qualified professional status.
For more information about NHTrust, call 603-223-2710 or visit nhtrust.com.
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