Top 288222 Associate Program Management 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
12d
Quality Control Manager/Site Safety and Health Officer (Dual-Hatted) - 2 yeas experience required
BryMak & Associates —Bethesda, MD
- $80,000 - $90,000 a year
- Full-time
- Background check
- CPR Certification
- Engineering
- Health insurance
- Dental insurance
Quick Apply
7d
Counselor
ADAMS AND ASSOCIATES INC —Lopez, PA
- $52,000 a year
- Full-time
- Management
- Writing skills
- Mid-level
Quick Apply
SAFETY AFFAIRS SPECIALIST
Moses Lake Industries —Moses Lake, WA
- $28.85 - $38.46 an hour
- Full-time
- English
- Mid-level
- Office
- Health savings account
- AD&D insurance
Aircraft Maintenance Technician Supervisor
Republic Airways —Columbus, OH
- Weekends as needed
- Clean driving record
- Mechanic experience
- Mid-level
Assistant Store Director
Trig's Village Market —Manitowish Waters, WI
- From $45,000 a year
- Merchandising
- Mid-level
- Organizational skills
- AD&D insurance
- Disability insurance
Quick Apply
Construction Materials ICC Inspector I
Terracon —Ogden, UT
- Construction site
- Maintenance
- Mid-level
- Paid holidays
- Health insurance
Aquatics Director
Alexandria Area YMCA —Alexandria, MN
- $44,000 - $66,000 a year
- Weekends as needed
- Computer literacy
- Mid-level
- Ability to lift 50 pounds
- Paid holidays
- Disability insurance
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Maintenance Manager
Cogentrix Energy Power Management, LLC —Bridgeport, CT
- $150,000 - $170,000 a year
- Full-time
- Background check
- Microsoft Excel
- Heavy lifting
- Health savings account
- Health insurance
Quick Apply
Senior Geotechnical Engineer
Geo-Technology Associates Inc. —Nashville, TN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
Quick Apply
Senior Estimator
Harrington Industrial Plastics —Tulsa, OK
- Full-time
- ERP systems
- Data analysis skills
- Adults
- Paid jury duty
- Health savings account
Quick Apply
Career Coach - National Farmworkers Job Program (NFJP)
United Migrant Opportunity Services —Wautoma, WI
- $21.00 - $23.50 an hour
- Full-time
- Bilingual
- Spanish
- English
- Health savings account
- AD&D insurance
Director of Project Management (Commercial Construction)
Ironwood Commercial Builders, Inc. —Concord, CA
- $165,000 - $220,000 a year
- Full-time
- Construction site
- English
- Office
- Profit sharing
- Paid holidays
Quick Apply
Career Coach - National Farmworkers Job Program (NFJP)
United Migrant Opportunity Services —Richland Center, WI
- $21.00 - $23.50 an hour
- Full-time
- Bilingual
- Spanish
- English
- Health savings account
- AD&D insurance
Career Development Manager - Hybrid
NIBCO INC. —Elkhart, IN
- 6 years
- Bachelor's degree
- Continuous improvement
General Manager — Santa Barbara County Equipment Yard & Mechanics Shop
Coastal Hay and Ag —Santa Ynez, CA
- $80,000 - $120,000 a year
- Overtime
- Spanish
- Clean driving record
- English
- Dental insurance
- 401(k)
Quick Apply
Hydro Operations Trainer
Chelan County Public Utility District —Wenatchee, WA
- $126,080 - $157,600 a year
- Online Application
- Background check
- 5 years
- Engineering
- Paid jury duty
- AD&D insurance
Lead Engineer Full Time 2nd Shift
Q Center —Saint Charles, IL
- $40 an hour
- Email
- Hotel
- High school diploma or GED
- Driver's License
- AD&D insurance
- Paid holidays
Quick Apply
QA Tech - 1st shift
NSP —Owasso, OK
- $17 - $18 an hour
- Full-time
- Ability to walk for extended periods
- High school diploma or GED
- Associate's degree
Class A CDL - Transportation Supervisor (Nigh Shift)
The Anderson-DuBose Company —Warren, OH
- From $86,000 a year
- Weekends as needed
- Microsoft Word
- Customer service
- CDL A
- Health savings account
- Health insurance
15h

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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
12 days ago

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

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Refine Your Search

Associate Program Management jobs

Client Support Associate (Wealth Management) 3 years experience

Quality Control Manager/Site Safety and Health Officer (Dual-Hatted) - 2 yeas experience required

Counselor

SAFETY AFFAIRS SPECIALIST

Aircraft Maintenance Technician Supervisor

Assistant Store Director

Construction Materials ICC Inspector I

Aquatics Director

Maintenance Manager

Senior Geotechnical Engineer

Senior Estimator

Career Coach - National Farmworkers Job Program (NFJP)

Director of Project Management (Commercial Construction)

Career Coach - National Farmworkers Job Program (NFJP)

Career Development Manager - Hybrid

General Manager — Santa Barbara County Equipment Yard & Mechanics Shop

Hydro Operations Trainer

Lead Engineer Full Time 2nd Shift

QA Tech - 1st shift

Class A CDL - Transportation Supervisor (Nigh Shift)

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