Top 53622 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
Quick Apply
Associate Veterinarian
VCA Animal Hospitals —Colorado Springs, CO
- $105,000 - $140,000 a year
- Full-time
- Surgery
- Teaching
- Entry level
- Health insurance
- Dental insurance
Associate Veterinarian
Town & Country Veterinary Clinic - NY —Massena, NY
- $110,000 - $150,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
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
Licensed Associate Counselor - Fee For Service
Thrive Counseling, LLC —Gilbert, AZ
- Up to $51,700 a year
- Email
- Hybrid work
- Mid-level
- Office
- Children
- Paid training
- Continuing education credits
Quick Apply
6d
Associate Attorney - Foreclosure
Weltman, Weinberg & Reis Co., LPA —Indiana
- $80,000 - $116,000 a year
- Remote
- Writing skills
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
Production Associate
The Fort Miller Group —Greenwich, NY
- $20 - $21 an hour
- Overtime
- Ability to lift 50 pounds
- Manufacturing
- Outdoor work
- Health savings account
- Disability insurance
11d
Associate Veterinarian
Rogers County Pet Hospital —Claremore, OK
- From $100,000 a year
- Full-time
- Surgery
- Communication skills
- Entry level
- Relocation assistance
Quick Apply
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 Veterinarian
Alexandria Veterinary Clinic —Alexandria, MN
- $110,000 - $130,000 a year
- Entry level
- Continuing education credits
- Paid parental leave
Associate Veterinarian - Monument View Veterinary Hospital- Grand Junction, CO
Monument View Veterinary Hospital —Grand Junction, CO
- $100,000 - $140,000 a year
- Full-time
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Associate Clinical Director (BCBA)
Autism Learning Partners —Garner, NC
- From $105,000 a year
- Psychology
- Senior level
- Continuing education credits
- Mileage reimbursement
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
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
Associate Veterinarian
Crossroad Animal Hospital —Savannah, GA
- $110,000 - $150,000 a year
- Part-time
- Surgery
- Mentoring
- Communication skills
- Health insurance
- Dental insurance
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 Executive Director - Corporate Compliance Officer
North Charles Mental Health Research and Training Foundation, Inc —Cambridge, MA
- $73,000 - $80,000 a year
- Full-time
- HIPAA
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Associate Veterinarian
Alta Vista Animal Hospital —Montrose, CO
- $50,000 - $110,000 a year
- Part-time
- Clinic experience
- Mid-level
- Surgery
- Continuing education credits
- Paid parental leave
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

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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

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