Top 163 Database management Jobs in Scarborough, Me

Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- $60,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
Quick Apply
Wastewater Systems Maintenance Operator
Portland Water District —Portland, ME
- $33.44 - $35.19 an hour
- Full-time
- Microsoft Word
- Background check
- Clean driving record
- Health savings account
- Health insurance
3d
Territory Sales Manager
Alliance Sales and Marketing —Portland, ME
- Full-time
- Microsoft PowerPoint
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
Service Manager
South Port Marine —South Portland, ME
- $100,000 - $150,000 a year
- Full-time
- Computer literacy
- Mid-level
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Data Scientist
RitePros —Portland, ME
- Computer Science
- Bachelor's degree
- Travel
Systems Developer
Onpoint Health Data —Portland, ME
- Hybrid work
- Computer Science
- System design
- Mid-level
Big Data Engineer
RitePros —Portland, ME
- Computer Science
- 5 years
- DevOps
PROGRAM COORDINATOR - HOPE
City of Portland, Maine —Portland, ME
- $71,429 - $75,782 a year
- Full-time
- Customer service
- Mid-level
- Bachelor's degree
- Wellness program
- Paid holidays
Business Analyst
MPX —Portland, ME
- Full-time
- Office
- Bachelor's degree
- Training & development
1d
Operations Coordinator - Behavioral Health
MaineHealth —Westbrook, ME
- $21.97 - $29.28 an hour
- Part-time
- Microsoft Excel
- Customer service
- Mid-level
- Paid parental leave
- Parental leave
7d
Part time - Marketing Coordinator
Waterstone Properties Group —Westbrook, ME
- $20 - $25 an hour
- Part-time
- Hybrid work
- Marketing
- Mid-level
- Ability to lift 50 pounds
- Work from home
Quick Apply
Systems Programmer/Analyst
University of New England —Portland, ME
- Online Application
- Computer Science
- System design
- HIPAA
- Health insurance
- Dental insurance
CLIENT SUPPORT ASSOCIATE
R. M. Davis —Portland, ME
- $60,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Human Resources Representative
Tyler Technologies —Yarmouth, ME
- Hybrid work
- Customer service
- Research
- Mid-level
Quick Apply
14d
Application Developer
Tyler Technologies —Yarmouth, ME
- $65,000 - $80,000 a year
- Computer science
- Computer Science
- Writing skills
Quick Apply
1d
Research Administrator, COM
University of New England —Biddeford, ME
- Online Application
- Laboratory experience
- 3 years
- Master's degree
- Health insurance
- Dental insurance
Biomedical Technician I
TRIMEDX —Portland, ME
- Full-time
- Driver's License
- Travel
- Associate's degree
Customer Service Representative
QUIPT HOME MEDICAL INC —Portland, ME
- Microsoft Excel
- High school diploma or GED
- Typing
- Paid holidays
- Disability insurance
Quick Apply
Assisted Living Consultant
OceanView Management Company Inc. —Falmouth, ME
- $62,400 - $85,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- English
Quick Apply
Executive Assistant, Offices of CDO and SVP Marketing and Communications
Gulf of Maine Research Institute —Portland, ME
- $70,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
10d

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Client Support Associate (Wealth Management) 3 years experience

R. M. Davis, Inc.
Portland, ME

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

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
Financial services customer support
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
Investment account customer support
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: $60,000.00 - $75,000.00 per year

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

database management jobs in scarborough, me

Client Support Associate (Wealth Management) 3 years experience

Wastewater Systems Maintenance Operator

Territory Sales Manager

Service Manager

Data Scientist

Systems Developer

Big Data Engineer

PROGRAM COORDINATOR - HOPE

Business Analyst

Operations Coordinator - Behavioral Health

Part time - Marketing Coordinator

Systems Programmer/Analyst

CLIENT SUPPORT ASSOCIATE

Human Resources Representative

Application Developer

Research Administrator, COM

Biomedical Technician I

Customer Service Representative

Assisted Living Consultant

Executive Assistant, Offices of CDO and SVP Marketing and Communications

I want to receive the latest job alert for database management in scarborough, me

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