Top 2117 Client services Jobs in Portland Me

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
12d
Community Residential Support Worker
Shalom House —Portland, ME
- $23.10 - $23.70 an hour
- Weekends as needed
- Cooking
- Maintenance
- Mid-level
- Disability insurance
- Health insurance
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Remote Supports Consultant - Human Services
SafeinHome —Portland, ME
- $70,000 - $95,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
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Direct Support Professional (DSP) - FT and PT openings - $1,500 Bonus
PSL Services/STRIVE —South Portland, ME
- $18.08 - $18.58 an hour
- Part-time
- High school diploma or GED
- Driver's License
- Driving
- Health savings account
- Paid holidays
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Administrative Assistant
Quality Care Access —South Portland, ME
- $21 - $23 an hour
- Full-time
- Background check
- Inventory management
- HIPAA
- Health insurance
- Dental insurance
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8d
Administrative Assistant
Portland Housing Authority —Portland, ME
- From $25.91 an hour
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
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9d
Receptionist
Oasis Wellness Center —Scarborough, ME
- From $20 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid training
- Wellness program
Quick Apply
IT Client Support Coordinator
ProSearch —Portland, ME
- $21.00 - $22.50 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
2d
Administrative Assistant
Confidential —South Portland, ME
- $22 an hour
- Full-time
- Data entry
- In-person
- Entry level
- Health savings account
- Health insurance
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Client Service Associate
Morgan Stanley —Portland, ME
- $16.00 - $43.27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Success Representative (Remote)
Demand.com —Portland, ME
- Remote
- Mid-level
- Communication skills
- Time management
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Financial Services Representative: Trainee
Unum Group —Portland, ME
- $36,000 - $68,000 a year
- Full-time
- Computer literacy
- Analysis skills
- Math
- Loan repayment program
- Disability insurance
13d
Portland Embassy Suites- Front Desk Positions
Embassy Suites, Portland ME —Portland, ME
- Hotel
- Organizational skills
- Communication skills
Benefit Specialist Trainee
Unum Group —Portland, ME
- $25.97 an hour
- Full-time
- Research
- Office
- Analysis skills
- Loan repayment program
- Disability insurance
CLIENT SUPPORT ASSOCIATE
R. M. Davis —Portland, ME
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
2d
Registration Representative
Optum —Portland, ME
- $16.15 - $28.80 an hour
- 8 hour shift
- 18 years or older
- Basic math
- Pass drug screening
In-Home Caregiver: Scarborough, ME
Comfort Keepers —Scarborough, ME
- $18 - $22 an hour
- 12 hour shift
- Background check
- 18 years or older
- English
- Health insurance
- Dental insurance
Receptionist - Behavioral Health
MaineHealth —Westbrook, ME
- Email
- Administrative experience
- High school diploma or GED
- Entry level
- Paid parental leave
- Parental leave
Client Advisor
Springer's Jewelers, Portland, ME —Portland, ME
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
Client Service Representative - Healthcare Scheduling
Interim HealthCare- Maine —South Portland, ME
- $23 - $26 an hour
- Urgently hiring
- Office
- Administrative experience
- High school diploma or GED
- Paid holidays
- 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
12 days ago

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
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 jobs in portland me

Client Support Associate (Wealth Management) 3 years experience

Community Residential Support Worker

Remote Supports Consultant - Human Services

Direct Support Professional (DSP) - FT and PT openings - $1,500 Bonus

Administrative Assistant

Administrative Assistant

Receptionist

IT Client Support Coordinator

Administrative Assistant

Client Service Associate

Client Success Representative (Remote)

Financial Services Representative: Trainee

Portland Embassy Suites- Front Desk Positions

Benefit Specialist Trainee

CLIENT SUPPORT ASSOCIATE

Registration Representative

In-Home Caregiver: Scarborough, ME

Receptionist - Behavioral Health

Client Advisor

Client Service Representative - Healthcare Scheduling

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