Top 328524 Associate, Information Technology Jobs

Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- Up to $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
Quick Apply
Mandarin Speaking IT Administrator
Confidential —Troy, MI
- Up to $70,000 a year
- Overtime
- Background check
- Microsoft Outlook
- Computer Science
- Health insurance
- Dental insurance
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Technical Support Manager - HVAC Construction
Warmboard Inc. —Scotts Valley, CA
- $110,000 - $140,000 a year
- Full-time
- 5 years
- Residential
- Analysis skills
- Health insurance
- Dental insurance
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IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
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IT Manager of Service & Support
Hodgson Russ LLP —Buffalo, NY
- $83,700 - $102,600 a year
- Full-time
- Background check
- Computer Science
- 5 years
- Health savings account
- Disability insurance
Quick Apply
IT Service Desk Specialist
Hodgson Russ LLP —Buffalo, NY
- $52,572 - $62,000 a year
- Online Application
- Background check
- Computer Science
- Mid-level
- Health savings account
- Disability insurance
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MSP Support Engineer
Coeus Consulting —Phoenix, AZ
- $60,000 - $85,000 a year
- Full-time
- Background check
- Azure
- Software troubleshooting
- Health insurance
- Dental insurance
Quick Apply
Tech Support
INFINITY MASSAGE CHAIRS —Seabrook, NH
- $15 - $20 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
- Profit sharing
- Health savings account
Quick Apply
Associate Analyst, Business License
DuCharme, McMillen & Associates Inc —Indianapolis, IN
- Overtime
- Research
- Mid-level
- High school diploma or GED
- Paid parental leave
- Parental leave
Quick Apply
Information Technology Manufacturing Specialist
Manner Polymers —McKinney, TX
- $65,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Ability to lift 50 pounds
- Health savings account
- Disability insurance
Quick Apply
Comsense Enablement Specialist
Integrated Openings Solutions —Raleigh, NC
- Full-time
- Background check
- 3 years
- Project management
- Health insurance
- Dental insurance
Quick Apply
IT Expert - Power Control Systems
Oxychem —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer Science
Network Engineer (Network Engineering, Associate)
The MIL Corporation —Lexington Park, MD
- $100,000 - $151,000 a year
- Weekends as needed
- Bachelor of Science
- System design
- 3 years
- Health insurance
- Tuition reimbursement
Field Service Support Specialist
Ipsen International Inc —Cherry Valley, IL
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- Paid holidays
- Tuition reimbursement
Client Service Associate – Commercial Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
IT Director
CITY OF PRATT —Pratt, KS
- $65,000 - $85,000 a year
- Weekends as needed
- Computer Science
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Customer/ Tech Support Specialist - 12V (Car Audio)
Trail Seven —Frederick, MD
- $22 - $24 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
IT Support Engineer (MSP EXPERIENCE REQUIRED)
Confidential —Fort Myers, FL
- From $60,000 a year
- Full-time
- Background check
- Azure
- Software troubleshooting
- Health insurance
- Dental insurance
Quick Apply
IT Manager
BRIGHTWATER SENIOR LIVING GROUP, LLC —Bend, OR
- $80,000 - $90,000 a year
- Full-time
- Computer science
- Computer Science
- 5 years
Quick Apply
Senior IT Systems Lead
Washington Center for Bleeding Disorders —Seattle, WA
- $135,000 - $165,000 a year
- Full-time
- Background check
- Computer science
- 7 years
- Health insurance
- Dental insurance
Quick Apply

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Client Support Associate (Wealth Management) 3 years experience

R. M. Davis, Inc.
Portland, ME

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Job Details

Full-time
Up to $30 an hour

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Life insurance
Referral program
Retirement plan

Qualifications

Teamwork
Microsoft Excel
Customer relationship building
Microsoft Outlook
Customer service
Investment management software
Employee relationship building
Managing clients in a customer support role
Bachelor's degree
Client services experience
Microsoft Teams
Business Administration
Associate's degree
Stakeholder relationship building
Time management

Full Job Description

CLIENT SUPPORT ASSOCIATE

_________________________________________________________________________________

Company Overview

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

Position Overview

The Client Support Associate is a key contributor and resource for Client Advisors, Client Relationship Associates, as well as clients. This role provides a wide range of internal administrative support to other client service colleagues and Client Advisors in the provision of service to our clients.

KEY RESPONSIBILITIES

Client Relationship Associate & Client Advisor Support

Provides direct support and assistance to certain Client Advisors, Client Relationship Associates as well as clients.
Acts as a liaison between our clients and other professionals, including attorneys, accountants, and custodians.
Preparation of a wide variety of materials and analyses for clients and advisors, including detailed financial planning illustrations, contracts, statistical charts, performance reports, and other written communications.
Serves as a back-up to certain Client Relationship Associates, as needed.

Financial Database, Records Maintenance and Reporting

Generation and verification of certain materials provided to clients, including quarterly reports, fee statements, and any other special reporting requests made by clients and Client Advisors.
Retention of all client correspondence, contracts and custodial documentation.

Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field
2 - 3 years of prior work experience in the investment, stock brokerage, or bank trust profession.
Prior experience using the Microsoft Office suite, including Word, Excel, Outlook and MS Teams. Prior experience using Tamarac and Money Guide Pro.
Ability to manage tight time frames and perform multiple and competing tasks efficiently and independently.
Strong interpersonal, written and verbal communication skills and good interpersonal and relationship building skills.

Benefits

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Non-exempt
R.M. Davis is an Equal Opportunity Employer

Job Type: Full-time

Pay: Up to $30.00 per hour

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Tuition reimbursement

Compensation Package:

Bonus opportunities
Profit sharing

Application Question(s):

Do you have any experience using Tamarac or MoneyGuide Pro? If so, please elaborate.

Education:

Associate (Preferred)

Experience:

Client services: 3 years (Required)
administration: 3 years (Preferred)

Ability to Commute:

Portland, ME 04101 (Required)

Work Location: In person

Quick Apply

Refine Your Search

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Client Support Associate (Wealth Management) 3 years experience

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