Top 598 Client service associate Jobs in Maine

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
11d
Assistant Vice President, Wealth Management (5-7 years of experience required)
R. M. Davis, Inc. —Portland, ME
- Up to $125,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Part Time Urgent Care Veterinarian
Angelus Urgent Veterinary Care —Kennebunk, ME
- From $65 an hour
- Part-time
- Private practice
- Doctoral degree
- Mid-level
- Continuing education credits
- Professional development assistance
Quick Apply
13d
Electro-Mechanical Technician
Hunting Dearborn Inc —Fryeburg, ME
- $27 - $35 an hour
- Full-time
- Background check
- Clean driving record
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Resource Specialist - Nutrition
Southern Maine Agency on Aging —Springvale, ME
- $21 - $22 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
8d
Technician
ServiceMaster Restoration Services —Saco, ME
- $20.00 - $20.50 an hour
- On call
- Mid-level
- Driver's License
- Driving
- Health savings account
- Disability insurance
Quick Apply
Associate Attorney
Springborn Staffing —York County, ME
- $90,000 - $120,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Field Service Technician (Electronics) -Maine
Staffing Solutions Enterprises —Bar Harbor, ME
- $32 an hour
- Overtime
- Bar
- Salesforce
- Mid-level
- Work from home
Quick Apply
Electrical Maintenance Technician
Northeast Paving —Hermon, ME
- Full-time
- Microsoft Excel
- Construction site
- Computer literacy
- Paid parental leave
- Paid holidays
Quick Apply
Associate - Northeast Advisor Group
Thrivent —Augusta, ME
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Debt Finance & Restructuring Associate Attorney
Orion Placement —Portland, ME
- $145,000 - $190,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Communication skills
- Dental insurance
- Paid time off
Quick Apply
Dental Program Coordinator
Penobscot Indian Nation —Old Town, ME
- $45 - $55 an hour
- Online Application
- Microsoft Word
- Background check
- Dental office
- Free parking
- Paid jury duty
Quick Apply
8h
Jewelry Sales Associate (Full-Time or Part-Time)
Maine Gold & Silver —South Portland, ME
- $22 - $25 an hour
- Part-time
- Merchandising
- Mid-level
- In-person
- Paid holidays
- Health insurance
Quick Apply
Survey Technician Portland, ME
Blew & Associates, P.A. —Portland, ME
- $70,000 - $95,000 a year
- Overtime
- Construction site
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
14d
Nurse Practitioner
ComplexCare Solutions —York County, ME
- $2,400 - $10,000 a month
- PRN
- Bilingual
- CPR Certification
- RN License
- Health insurance
- 401(k)
Quick Apply
5d
Financial Advisor
Edward Jones —Bath, ME
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Retail Merchandiser
SAS Retail Services —Bath, ME
- $19 an hour
- Part-time
- 18 years or older
- Merchandising
- No experience needed
- Health insurance
- Dental insurance
Nurse Practitioner
ComplexCare Solutions —Cumberland County, ME
- $2,400 - $10,000 a month
- PRN
- Bilingual
- CPR Certification
- RN License
- Health insurance
- 401(k)
Quick Apply
5d
Director of Parking Operations and Visitor Management- MaineHealth
Towne Park —Portland, ME
- $100,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Computer literacy
- AD&D insurance
- Paid holidays
Quick Apply
Delivery Driver & Warehouse Associate
Coastal Winair —Biddeford, ME
- $23 - $25 an hour
- Overtime
- Background check
- Customer service
- Computer literacy
- Profit sharing
- Paid training
Quick Apply

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client service associate jobs near maine

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
11 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
Client services
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 service associate jobs in maine

Client Support Associate (Wealth Management) 3 years experience

Assistant Vice President, Wealth Management (5-7 years of experience required)

Part Time Urgent Care Veterinarian

Electro-Mechanical Technician

Resource Specialist - Nutrition

Technician

Associate Attorney

Field Service Technician (Electronics) -Maine

Electrical Maintenance Technician

Associate - Northeast Advisor Group

Debt Finance & Restructuring Associate Attorney

Dental Program Coordinator

Jewelry Sales Associate (Full-Time or Part-Time)

Survey Technician Portland, ME

Nurse Practitioner

Financial Advisor

Retail Merchandiser

Nurse Practitioner

Director of Parking Operations and Visitor Management- MaineHealth

Delivery Driver & Warehouse Associate

I want to receive the latest job alert for client service associate in maine

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