Jane P. Bates

Client Service Manager

Concord, NH
Focus Areas

Customer Experience
Customer Care
Colony Cares

Community

Local Chamber of Commerce, ATV and Snowmobile Clubs; Support Local Food Pantry

Jane is a Client Service Manager at The Colony Group and brings over 40 years of experience working in the financial services industry, including trust operations.  She supports a team of wealth advisors and is responsible for client onboarding, account maintenance and she also assists with investment asset and money transfers, tax reporting, and retirement account distributions.

Jane served as the Director, Client Service at Harvest Capital Management for 20 years, prior to their merger with The Colony Group in 2019. Previously, she worked at First NH Investment Services (now Citizens Bank) as an Assistant Trust Operations Officer. She is a graduate of Pembroke Academy.

Outside of the office, Jane loves baking, hiking, camping, travel, and geocaching. She has been married to John for 40 years and has a rescue dog named Hannah.