Top 310169 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
Community Health Manager
Hopland Band of Pomo Indians —Hopland, CA
- $25 - $31 an hour
- Full-time
- CPR Certification
- Microsoft Excel
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- Health insurance
- Dental insurance
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Senior Buyer/Planner
nLIGHT —Camas, WA
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- Mentoring
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Senior Civil Engineer (PE)
Morris & Ritchie Associates, Inc. —Georgetown, DE
- Full-time
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- Residential
- Paid holidays
- Disability insurance
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Plant Inventory Control Associate
Niagara Bottling —Howard, PA
- Full-time
- Oracle
- Mid-level
- High school diploma or GED
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3rd Shift Maintenance Specialist
West Bend Insurance Company —West Bend, WI
- $23.80 - $29.75 an hour
- Weekends as needed
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- Engineering
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Assistant Program Director SONYC COMPASS
UNITED ACTIVITIES UNLIMITED —Staten Island, NY
- $25 an hour
- Part-time
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Stormwater Engineer
Morris & Ritchie Associates, Inc. —Abingdon, MD
- Full-time
- Civil engineering
- Mid-level
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- Paid holidays
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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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SAFETY AFFAIRS SPECIALIST
Moses Lake Industries —Moses Lake, WA
- $28.85 - $38.46 an hour
- Full-time
- English
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- Health savings account
- AD&D insurance
Senior Geotechnical Engineer
Geo-Technology Associates Inc. —Nashville, TN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
Quick Apply
Environmental Services Director Split Rock
New Perspective Senior Living —Cloquet, MN
- $52,000 - $60,000 a year
- Part-time
- Hospitality
- Customer service
- Writing skills
- Health savings account
- Paid holidays
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Document Controller
Space Information Laboratories —Santa Maria, CA
- $25.88 - $43.84 an hour
- Full-time
- Background check
- Engineering
- Pass drug screening
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7d
Resource Specialist - Nutrition
Southern Maine Agency on Aging —Springvale, ME
- $21 - $22 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
14d
Estimator/Project Manager
Miller Insulation Co., Inc. —Bismarck, ND
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health savings account
- Health insurance
Quick Apply
HVAC Field Operations Manager
Del-Air Heating, Air Conditioning & Refrigeration, Inc. —Edgewater, FL
- From $90,000 a year
- Urgently hiring
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5d
Fulfillment Operations Coordinator
Jerich USA Inc —Bedford, IL
- $50,000 - $52,000 a year
- 8 hour shift
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Civil Engineer
Morris & Ritchie Associates, Inc. —Raleigh, NC
- Full-time
- Civil engineering
- Mid-level
- Office
- Paid holidays
- Disability insurance
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Project Manager
Tessy Automation —Meadville, PA
- Full-time
- 5 years
- Project management
- US work authorization
- Health savings account
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Quick Apply
EHS Manager
Kraft Heinz Company —Muscatine, IA
- $102,100 - $127,600 a year
- Mid-level
- 3 years
- Bachelor's degree
- AD&D insurance
- Paid holidays

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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

associate program management jobs

Client Support Associate (Wealth Management) 3 years experience

Community Health Manager

Senior Buyer/Planner

Senior Civil Engineer (PE)

Plant Inventory Control Associate

3rd Shift Maintenance Specialist

Assistant Program Director SONYC COMPASS

Stormwater Engineer

Aquatics Director

SAFETY AFFAIRS SPECIALIST

Senior Geotechnical Engineer

Environmental Services Director Split Rock

Document Controller

Resource Specialist - Nutrition

Estimator/Project Manager

HVAC Field Operations Manager

Fulfillment Operations Coordinator

Civil Engineer

Project Manager

EHS Manager

I want to receive the latest job alert for associate program management

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