Top 5406 Client Services 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
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
Regional Sales & Customer Service Manager
DW PRODUCTS —Cedar Rapids, IA
- Full-time
- Background check
- Up to 50% travel
- Mid-level
- Paid holidays
- Relocation assistance
Quick Apply
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
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Client Advisor/Sales
Overland Sheepskin Co. —Lake Placid, NY
- From $23 an hour
- Full-time
- Merchandising
- US work authorization
- Cleaning
- Health savings account
- Health insurance
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Client Service Associate
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
4d
Sales Consultant - Client Relations (3-5 YRS EXP RQD)
Power Components Corporation —Fort Wayne, IN
- $50,000 - $90,000 a year
- 8 hour shift
- Background check
- Clean driving record
- Sales
- Health insurance
- Dental insurance
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Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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Client Advisor/Sales
Overland Sheepskin Co. —Traverse City, MI
- From $23 an hour
- Full-time
- Customer service
- Merchandising
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Inside Industrial Sales - Customer Service Rep
Macroseal Inc. —Prince George, VA
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
Client Account Executive - Personal Lines
Choice Insurance —Fargo, ND
- Full-time
- Mid-level
- Office
- Business development experience
- Life insurance
Quick Apply
5d
Client Service Associate - Personal Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Sunlight2 Inside sales & Customer service
SunLight2 —Huntley, IL
- $50,000 - $60,000 a year
- Full-time
- Background check
- 5 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
Client Experience & Community Partnerships
WHZ Strategic Wealth Advisors —Pomfret Center, CT
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
- Profit sharing
- Disability insurance
Quick Apply
Office Coordinator & Junior Client Service Associate
Cypress Wealth Services, LLC —Palm Desert, CA
- $20 - $25 an hour
- Full-time
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Estimating & Client Development Associate
L.P. Mooradian Co. —Green Bay, WI
- $50,000 - $75,000 a year
- Email
- Mid-level
- Residential
- Microsoft Office
- Health savings account
- Health insurance
Quick Apply
9d
Frontier Client Relations Associate
SB Telecommunications —Fontana, CA
- $975 - $1,200 a week
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Professional development assistance
- Opportunities for advancement
Quick Apply
12d
Client Services Associate
Aspire Wealth Partners —Tucson, AZ
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Background check
- Customer service
- Profit sharing
- Health savings account
Quick Apply
2d
Para Planner, Client Relationship Manager
Karl & Associates Inc —Janesville, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
11d

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Client Support Associate (Wealth Management) 3 years experience

R. M. Davis, Inc.
Portland, ME

Quick Apply

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 Service Associate

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Client Services Associate

Client Advisor/Sales

Inside Industrial Sales - Customer Service Rep

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Client Service Associate - Personal Lines (Licensed)

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Client Experience & Community Partnerships

Office Coordinator & Junior Client Service Associate

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

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I want to receive the latest job alert for Client Services Associate

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