Top 7 Customer service coordinator Jobs in Lewiston, Me

Client Services Coordinator- White Pine Wealth Management
HighTower Advisors —Falmouth, ME
- Up to $55,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
3d
Customer Experience Coordinator
Thos. Moser Cabinetmakers Inc. —Auburn, ME
- $25 - $28 an hour
- Mid-level
- Mentoring
- 2 years
Service Coordinator
Casco Bay Ford —Yarmouth, ME
- $45,000 - $65,000 a year
- Full-time
- Dealership
- Computer literacy
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
4d
Treasury Services Coordinator
Northeast Bank —Lewiston, ME
- $27 - $32 an hour
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid time off
Quick Apply
8d
Call Center Coordinator
Ancorum Credit Union —Lewiston, ME
- $25.76 - $37.89 an hour
- Full-time
- Computer literacy
- Writing skills
- Basic math
- Paid training
Back in Motion Auburn - Front Office Coordinator
Alliance Physical Therapy Partners —Auburn, ME
- $18 - $20 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- HIPAA
Quick Apply
14d

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Client Services Coordinator- White Pine Wealth Management

HighTower Advisors -
Falmouth, ME

Quick Apply

Job Details

Full-time
Up to $55,000 a year
3 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Confidential information handling
Microsoft Outlook
Zoom
High school diploma or GED
Documentation tools
Microsoft Teams
Video conferences (communication methods)
Video conferencing systems operation

Full Job Description

Your Future Team
White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.The Client Service Coordinator serves as the first point of contact for clients, visitors, and business partners and plays a critical role in delivering an impactful client experience. This position is responsible for managing incoming communications, coordinating advisor schedules, facilitating client review meetings, preparing meeting materials, and providing administrative support to Advisors and Client Service Associates.The Client Service Coordinator serves as a key operational resource, helping ensure efficient office workflows, seamless client interactions, and effective support for the advisory and client service teams.

What You’ll Do
This position is ideal for an individual who enjoys working with people, possesses organizational skills, and thrives in a collaborative, client-centered financial services environment.

Client Experience & Reception

Serve as the primary point of contact for clients, visitors, and business partners, creating a welcoming and professional office environment.
Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely manner.

Calendar & Meeting Coordination

Manage advisor calendars and coordinate client review meetings using Schedule Once, Outlook, Salesforce, and other firm-approved scheduling tools.
Schedule, confirm, and track client appointments while ensuring accuracy and advisor availability.

Administrative & Operational Support

Assist with processing and organizing meeting-related documentation and administrative paperwork.
Support Advisors and Client Service Associates with day-to-day administrative tasks and special projects.
Maintain and update client records within firm systems, ensuring data accuracy and completeness.
Coordinate social media calendar with Office Manager, Marketing team.

Communication & Team Collaboration

Facilitate effective communication between clients, advisors, and internal support teams.
Collaborate with team members to improve operational efficiency and client service processes.
Assist in managing workflow priorities to support business objectives and service standards.

Compliance & Record Management

Maintain strict confidentiality of client information and firm records.
Adhere to all firm policies, procedures, and regulatory requirements related to client communications, recordkeeping, and data security.
Ensure client information and documentation are maintained accurately within firm systems.

What You’ll Bring

High school diploma or equivalent; associate or bachelor's degree preferred.
2+ years of administrative, client service, reception, or office coordination experience.
Organizational, time management, and multitasking skills.
Excellent verbal and written communication skills.
Proficiency with Microsoft 365, Outlook, Teams, and Zoom
Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
Experience in financial services, wealth management, banking, insurance, or professional services environment.

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of up to $55,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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Refine Your Search

customer service coordinator jobs in lewiston, me

Client Services Coordinator- White Pine Wealth Management

Customer Experience Coordinator

Service Coordinator

Treasury Services Coordinator

Call Center Coordinator

Back in Motion Auburn - Front Office Coordinator

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