Top 284981 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
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- Full-time
- CPR Certification
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Plant Inventory Control Associate
Niagara Bottling —Howard, PA
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Senior Civil Engineer (PE)
Morris & Ritchie Associates, Inc. —Georgetown, DE
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Aquatics Director
Alexandria Area YMCA —Alexandria, MN
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SAFETY AFFAIRS SPECIALIST
Moses Lake Industries —Moses Lake, WA
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Project Manager
Tessy Automation —Meadville, PA
- Full-time
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Assistant Program Director SONYC COMPASS
UNITED ACTIVITIES UNLIMITED —Staten Island, NY
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SACRA Construction Training Program: Associate Instructor (Part- Time )
Assembly House 150 —Buffalo, NY
- $30 an hour
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- Mid-level
- 8 years
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Safety Manager
Connelly Electric —Bloomingdale, IL
- From $110,000 a year
- Full-time
- CPR Certification
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EHS Manager
Kraft Heinz Company —Muscatine, IA
- $102,100 - $127,600 a year
- Mid-level
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Environmental Health & Safety Coordinator
SmartSign, LLC —Oxford, NC
- $73,000 - $75,000 a year
- Full-time
- CPR Certification
- Up to 50% travel
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3rd Shift Maintenance Specialist
West Bend Insurance Company —West Bend, WI
- $23.80 - $29.75 an hour
- Weekends as needed
- Hybrid work
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Stormwater Engineer
Morris & Ritchie Associates, Inc. —Abingdon, MD
- Full-time
- Civil engineering
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- Office
- Paid holidays
- Disability insurance
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HVAC Field Operations Manager
Del-Air Heating, Air Conditioning & Refrigeration, Inc. —Edgewater, FL
- From $90,000 a year
- Urgently hiring
- Background check
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4d
Maintenance Manager
Lutheran SeniorLife —Zelienople, PA
- Full-time
- Microsoft Word
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- 5 years
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Area Director, Residential Life
Hamilton College —Clinton, NY
- $62,354 a year
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- Residential
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12d
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
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Senior Geotechnical Engineer
Geo-Technology Associates Inc. —Nashville, TN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid holidays
- Disability insurance
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

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Refine Your Search

associate program management jobs

Client Support Associate (Wealth Management) 3 years experience

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Senior Civil Engineer (PE)

Aquatics Director

SAFETY AFFAIRS SPECIALIST

Project Manager

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EHS Manager

Environmental Health & Safety Coordinator

3rd Shift Maintenance Specialist

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HVAC Field Operations Manager

Maintenance Manager

Area Director, Residential Life

Estimator/Project Manager

Senior Geotechnical Engineer

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