Top 54588 Client Associate 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
Associate Veterinarian
Rockledge Animal Clinic —Rockledge, FL
- Part-time
- Background check
- Doctoral degree
- Mid-level
- Health insurance
- Dental insurance
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Sales Associate
Ray-Ban —Lahaina, HI
- $19 - $20 an hour
- Part-time
- Customer service
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Senior Tax Associate, Tax Manager
Buchholz & Garber, LLC —Eugene, OR
- $40 - $60 an hour
- Part-time
- Background check
- CPA
- 5 years
- Paid training
- Continuing education credits
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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
Associate Professional (AP) – Intensive In-Home (IIH)
Integrated Healthcare Solutions —New Hanover County, NC
- $15 an hour
- Full-time
- Driver's License
- Experience working with children
- Bachelor's degree
- Flexible schedule
Quick Apply
6d
Sales Associate
Roth RV —Deerwood, MN
- $75,000 - $100,000 a year
- Full-time
- Sales
- Dealership
- Computer literacy
- Health insurance
- 401(k)
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Associate Veterinarian
San Carlos Animal Hospital —San Diego, CA
- $110,000 - $120,000 a year
- Full-time
- Medical-surgical
- In-person
- Communication skills
- Health insurance
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
Audit Associate
Halliday, Schwartz & Co. —Spartanburg, SC
- Full-time
- CPA
- Mid-level
- Finance
- Opportunities for advancement
- Flexible schedule
Quick Apply
Associate Veterinarian - Privately-owned, Signing Bonus
Dublin Veterinary Clinic —Dublin, OH
- $125,000 - $135,000 a year
- Part-time
- Doctoral degree
- Mid-level
- Surgery
- Paid training
- Health savings account
Quick Apply
Associate Attorney
Law Offices of Cicchiello and Cicchiello LLC —Norwich, CT
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Employment & labor law
- Research
- Health insurance
- 401(k)
Quick Apply
Associate Attorney
MacMain Leinhauser PC —West Chester, PA
- From $85,000 a year
- Full-time
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Administrative Professional
Riverside Therapy Center, PLLC —Spokane, WA
- $18.50 - $24.00 an hour
- Part-time
- Bilingual
- Background check
- Google Workspace
- 401(k)
- 401(k) matching
Quick Apply
1h
Tax Associate
GRC Executive —San Juan, PR
- $60,000 - $64,000 a year
- Full-time
- Spanish
- CPA
- English
- Opportunities for advancement
Quick Apply
Associate - Biomanufacturing, Downstream/mRNA
Catalent —Madison, WI
- Email
- Microsoft Excel
- Mid-level
- Master's degree
- Paid holidays
- Health insurance
Client Advisor/Sales
Overland Sheepskin Co. —Ketchum, ID
- From $25 an hour
- Full-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Veterinarian | Fantastic GP role!
Global Veterinary Careers —New York, NY
- $130,000 - $220,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Continuing education credits
- Paid parental leave
Quick Apply
11d
Associate Veterinarian (Exotics)
Kersting Veterinary Hospital —Chesterfield, MO
- From $130,000 a year
- Full-time
- Mid-level
- Surgery
- Continuing education credits
- Paid holidays
Quick Apply
Associate Attorney, Litigation
Schipani Law Group, P. A. —Sarasota, FL
- $70,000 - $150,000 a year
- Email
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
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

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