Top 1014 Materials management 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
MAINE Licensed Plumbing Foreman
Denron Hall Plumbing & HVAC —Westbrook, ME
- $30 - $50 an hour
- Full-time
- Construction site
- Inventory management
- Mid-level
- Paid training
- Paid holidays
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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
Cost Estimator - Senior
Fiber Materials —Biddeford, ME
- Microsoft Outlook
- Office
- Finance
- Paid holidays
- Health insurance
Alignment and Mechanical Technician
Service Tire Truck Centers —Scarborough, ME
- Full-time
- Writing skills
- Basic math
- Mid-level
Quick Apply
Manufacturing Engineer
Fiber Materials —Biddeford, ME
- 5 years
- Research
- Mid-level
- Paid holidays
- Health insurance
Experienced Director of Finance and Development for Catholic Cathedral & Parishes
Portland Peninsula and Island Parishes —Portland, ME
- $65,000 - $80,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
5d
Technical Project Manager
Fiber Materials —Biddeford, ME
- Engineering
- ERP systems
- Trade school
- Paid holidays
- Health insurance
Associate Director of Enrollment
Thornton Academy —Saco, ME
- Weekends as needed
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Medical Assistant - Primary Care
Martin's Point Health Care —Portland, ME
- $24 - $30 an hour
- Full-time
- Inventory management
- BLS Certification
- Primary Care
Quick Apply
Laboratory Analyst (Asbestos/Microbiology)
EMSL ANALYTICAL INC —South Portland, ME
- $20 an hour
- Full-time
- Bachelor's degree
- US work authorization
- Cleaning
- Paid holidays
- Health insurance
Quick Apply
Certified Heat Pump Installer
Dave's World —Windham, ME
- $30 - $37 an hour
- Weekends as needed
- Maintenance
- Mid-level
- Residential
- Profit sharing
- Fuel card
Quick Apply
Fabrication Fitter - 1st Shift
American Steel and Aluminum LLC —Saco, ME
- $25 an hour
- Full-time
- High school diploma or GED
- Ability to lift 50 pounds
- In-person
- Health savings account
- Disability insurance
Quick Apply
Executive Director
Maine Chiropractic Association —Maine
- $60,000 - $80,000 a year
- Weekends as needed
- Background check
- Writing skills
- Office
- Paid time off
Quick Apply
1st Shift Material Handler
American Steel and Aluminum LLC —South Portland, ME
- $20 an hour
- Full-time
- Background check
- Inventory management
- Forklift
- Paid training
- Health savings account
Quick Apply
Pesticide Technician
ohDEER Southern ME —Biddeford, ME
- $17 - $22 an hour
- Part-time
- Background check
- Clean driving record
- Customer service
Quick Apply
8d
Field Superintendent
Sheridan Construction —Maine
- Full-time
- Construction site
- Mid-level
- Driver's License
- Health insurance
- 401(k)
Quick Apply
Legal Assistant
Drummond Woodsum —Portland, ME
- $26.00 - $36.40 an hour
- Full-time
- Microsoft Excel
- Writing skills
- Communication skills
- Paid parental leave
- Health savings account
Quick Apply
3d
3rd Shift Warehouse Material Handler - $2.50 an hour Shift Differential
American Steel and Aluminum LLC —South Portland, ME
- $20 an hour
- Overnight shift
- Background check
- Inventory management
- Forklift
- Health savings account
- Disability insurance
Quick Apply
Site Supervisor – Energy Efficient Investments, Inc.
ENERGY EFFICIENT INVESTMENTS INC —Portland, ME
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Profit sharing
- Disability insurance
Quick Apply
5d

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materials management jobs near portland, me

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

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

materials management jobs in portland, me

Client Support Associate (Wealth Management) 3 years experience

MAINE Licensed Plumbing Foreman

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

Cost Estimator - Senior

Alignment and Mechanical Technician

Manufacturing Engineer

Experienced Director of Finance and Development for Catholic Cathedral & Parishes

Technical Project Manager

Associate Director of Enrollment

Medical Assistant - Primary Care

Laboratory Analyst (Asbestos/Microbiology)

Certified Heat Pump Installer

Fabrication Fitter - 1st Shift

Executive Director

1st Shift Material Handler

Pesticide Technician

Field Superintendent

Legal Assistant

3rd Shift Warehouse Material Handler - $2.50 an hour Shift Differential

Site Supervisor – Energy Efficient Investments, Inc.

I want to receive the latest job alert for materials management in portland, me

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