Top 246 Support advisor 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
11d
CLIENT SUPPORT ASSOCIATE
R. M. Davis —Portland, ME
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
1d
Client Advisor
Springer's Jewelers, Portland, ME —Portland, ME
- Full-time
- Merchandising
- Mid-level
- High school diploma or GED
Participant Success Advisor
The Fedcap Group —South Portland, ME
- From $20.20 an hour
- Full-time
- Office
- Administrative experience
- High school diploma or GED
- On-the-job training
13d
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
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
1d
Senior Accountant/ Client Advisory Manager
Flaherty's Financial Services, LLC. —Scarborough, ME
- $58,200 - $75,800 a year
- 8 hour shift
- Background check
- Microsoft Excel
- CPA
- Paid training
- Health savings account
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Financial Advisor
Harborline Wealth Advisors —Saco, ME
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Lead Coordinator
Gammon's Heating & Cooling —Saco, ME
- Full-time
- Background check
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
Diesel Technician
W.W.Williams Company —Portland, ME
- $23 - $49 an hour
- Full-time
- Mid-level
- 3 years
- In-person
- Paid training
- Paid holidays
Quick Apply
Finance Director
Town of Brunswick —Brunswick, ME
- $125,000 - $135,000 a year
- Extended hours
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (ME)
Bankers Life —Portland, ME
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Advisor: Serving Military Families
First Command Financial Services, Inc. —Scarborough, ME
- $70,000 - $120,000 a year
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Quick Apply
Upward Bound Advisor for Washington County
Bowdoin College —Brunswick, ME
- $24.45 - $25.75 an hour
- Overtime
- Background check
- School experience
- High school
- Paid parental leave
- Paid holidays
10d
Automotive Business Consultant
Reynolds and Reynolds —Portland, ME
- $60,000 - $80,000 a year
- Full-time
- Dealership
- 5 years
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Branch Manager
KeyBank National Association —Kennebunk, ME
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
Financial Advisor
Edward Jones —Biddeford, ME
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Outside Sales/Media Consultant
Maine Trust for Local News —South Portland, ME
- $60,000 - $90,000 a year
- Full-time
- Mid-level
- Business development
- Driver's License
- Disability insurance
- Health insurance
Quick Apply
Remote Benefits Advisor - Leadership Training Program
Fisher Agencies —Portland, ME
- $50,000 - $120,000 a year
- Full-time
- Remote
- Leadership
- Communication skills
- Entry level
Quick Apply
Client Service Associate
Morgan Stanley —Portland, ME
- $16.00 - $43.27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills

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support advisor 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
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

support advisor jobs in portland, me

Client Support Associate (Wealth Management) 3 years experience

CLIENT SUPPORT ASSOCIATE

Client Advisor

Participant Success Advisor

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

Experienced Director of Finance and Development for Catholic Cathedral & Parishes

Senior Accountant/ Client Advisory Manager

Financial Advisor

Lead Coordinator

Diesel Technician

Finance Director

Wealth Management Trainee (ME)

Financial Advisor: Serving Military Families

Upward Bound Advisor for Washington County

Automotive Business Consultant

Branch Manager

Financial Advisor

Outside Sales/Media Consultant

Remote Benefits Advisor - Leadership Training Program

Client Service Associate

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