Top 157774 Team Support 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
Temporary Seasonal - Production Associate
Scribe OpCo Inc dba Koozie Group —Sleepy Eye, MN
- $16.50 - $17.25 an hour
- Temporary
- Inventory management
- Writing skills
- Basic math
- Opportunities for advancement
Quick Apply
Substation Testing and Commissioning Associate
Patterson & Dewar Engineers —Atlanta, GA
- $100,000 - $120,000 a year
- Extended hours
- Background check
- Schematics
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
Plant Inventory Control Associate
Niagara Bottling —Howard, PA
- Full-time
- Oracle
- Mid-level
- High school diploma or GED
- Health savings account
- AD&D insurance
Quick Apply
Inventory Associate
LG-OSS, llc —Scotts Valley, CA
- $16.90 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Travel reimbursement
- AD&D insurance
Quick Apply
Visual & Operations Associate
CRATE & BARREL —Burlington, MA
- Part-time
- English
- Data entry
- Hand tools
General Warehouse Associate / Production Team Member
Kelly —Canandaigua, NY
- From $17 an hour
- Temporary
- Ability to walk for extended periods
- Forklift
- High school diploma or GED
- Paid holidays
- Disability insurance
6d
Inventory Associate
LG-OSS, llc —Festus, MO
- From $15 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Travel reimbursement
- AD&D insurance
Quick Apply
5d
Part Time Branch Sales Associate
Carrier Enterprise —Greensboro, NC
- Part-time
- Forklift
- Residential
- High school diploma or GED
- Opportunities for advancement
- Flexible schedule
Quick Apply
Production Associate
MHF OPCO LLC (MHF) —New Lisbon, WI
- Full-time
- No experience needed
- Forklift
- High school diploma or GED
- Paid holidays
- Dental insurance
Quick Apply
Sales Associate
New Luxury Home Decor Boutique —East Hampton, NY
- From $20 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Cash register
Quick Apply
4d
Sales associate (Seasonal and Electronics dept)
Walmart —Marshfield, WI
- From $14 an hour
- Part-time
- Bilingual
- Supervising experience
- Cleaning
- Health insurance
- Dental insurance
Quick Apply
4d
TN M&E Associate
Smithfield Foods —Saint James, MN
- Weekends as needed
- Ability to walk for extended periods
- Mid-level
- Travel
Technical Sales Associate
CVF Racing —New Prague, MN
- $20 - $29 an hour
- 8 hour shift
- Background check
- Clean driving record
- Ability to walk for extended periods
- Disability insurance
- Health insurance
Quick Apply
Warehouse Associate, I 2nd Shift M-F 3:45pm-12:15am
Zebra Technologies —Kenosha, WI
- $19.50 an hour
- Full-time
- Hybrid work
- 18 years or older
- Computer literacy
- Basic math
- Paid time off
- Parental leave
Interior Door Shop Associate
Building Products Inc —Sioux Falls, SD
- Full-time
- Manufacturing
- Communication skills
- Entry level
- Profit sharing
- Paid holidays
Quick Apply
Bilingual Warehouse/Dispatch Associate
Real Floors —Panama City Beach, FL
- Full-time
- Spanish
- Computer literacy
- Basic math
- Paid holidays
- Disability insurance
Quick Apply
Systems Engineer (Mid-Level)
Relative Dynamics —Sioux Falls, SD
- Full-time
- Background check
- Mid-level
- In-person
- Paid holidays
- Disability insurance
Quick Apply
Inventory Associate
LG-OSS, llc —Ann Arbor, MI
- $15 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
- Travel reimbursement
- AD&D insurance
Quick Apply
5d
Branch Sales Associate
Carrier Enterprise —Gaithersburg, MD
- Part-time
- Marketing
- Computer literacy
- Residential
- Health savings account
- Paid holidays
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

Team Support Associate jobs

Client Support Associate (Wealth Management) 3 years experience

Temporary Seasonal - Production Associate

Substation Testing and Commissioning Associate

Plant Inventory Control Associate

Inventory Associate

Visual & Operations Associate

General Warehouse Associate / Production Team Member

Inventory Associate

Part Time Branch Sales Associate

Production Associate

Sales Associate

Sales associate (Seasonal and Electronics dept)

TN M&E Associate

Technical Sales Associate

Warehouse Associate, I 2nd Shift M-F 3:45pm-12:15am

Interior Door Shop Associate

Bilingual Warehouse/Dispatch Associate

Systems Engineer (Mid-Level)

Inventory Associate

Branch Sales Associate

I want to receive the latest job alert for Team Support Associate

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