Top 4626 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
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Client Services Advocate
HAVEN —Rochester, NH
- $47,132.80 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
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Tax Manager -Private Client Services
Global Information Technology Inc —Boston, MA
- $127,000 - $135,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
1d
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
Quick Apply
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Texas Foreclosure Defense Law Firm - Immediate and Highly Lucrative Client Transfer Opportunity
GeniusLaw, Inc —Remote
- From $10,000 a month
- Contract
- Remote
- No experience needed
- In-person
- Senior level
Quick Apply
4h
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
12d
Assistant Client Staffing Manager
Marathon Staffing —Davenport, IA
- Up to $65,000 a year
- Full-time
- Mid-level
- Team management
- Organizational skills
Quick Apply
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
Client Engagement Associate
Orbit Consulting Inc. —Pasadena, CA
- $52,000 - $63,000 a year
- Full-time
- Background check
- No experience needed
- No degree
Quick Apply
1h
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
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
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate, Core Service - International Client Services (Mandarin/Cantonese)
Charles Schwab —St. Louis, MO
- $50,000 - $57,000 a year
- Overnight shift
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid parental leave
- Employee stock purchase plan
5d
Sr Tax Accountant - CPA/EA - Strategy, Planning, and Compliance (Client Focused)
Rainwater.CPA —Baltimore, MD
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Research
- Paid parental leave
- Health insurance
Quick Apply
5d
Inside Sales & Customer Service Representative
Architectural Louvers —Cincinnati, OH
- From $35,360 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
- Health savings account
- Paid holidays
Quick Apply
4d
Client Account Executive - Personal Lines
Choice Insurance —Fargo, ND
- Full-time
- Mid-level
- Office
- Business development experience
- Life insurance
Quick Apply
7d
Residential Sales & Customer Experience Specialist
Everfast Fiber —Lenexa, KS
- $19.25 - $24.05 an hour
- Weekends as needed
- Hybrid work
- Bilingual
- Background check
- Pass drug screening
- Referral program
Quick Apply
7d

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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

client services associate jobs

Client Support Associate (Wealth Management) 3 years experience

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

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Associate, Core Service - International Client Services (Mandarin/Cantonese)

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Residential Sales & Customer Experience Specialist

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