Top 11 client services associate Jobs in portland me

Client Services Associate- Simmons Investment Advisors
HighTower Advisors —New Gloucester, ME
- $60,000 - $85,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Office
- Paid parental leave
- Health savings account
Quick Apply
6d
Client Service Associate
Morgan Stanley —Portland, ME
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Associate/Registered Client Associate
Royal Bank of Canada —Portland, ME
- $38,000 - $70,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Client Service Associate, Executive Benefits Account Management (Hyb
NFP Corp —Kennebunk, ME
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- 8 years
- Bachelor's degree
- Senior level
- Paid holidays
- Disability insurance
Senior Client Services Associate- Simmons Investment Advisors
HighTower Advisors —New Gloucester, ME
- $70,000 - $100,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
6d
Support Associate, Client Services
Knipper HEALTH —United States
- $20 - $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance

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Client Services Associate- Simmons Investment Advisors

HighTower Advisors -
New Gloucester, ME

Quick Apply

Job Details

Full-time
$60,000 - $85,000 a year
6 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

Electronic fund transfers
Customer records maintenance
Managing customer accounts
Investment advisory support
Wire transfer payment processing
Confidential information handling
Email customer support
Microsoft Outlook
Operations management
Account maintenance
DocuSign
Word processing
Operational management
Investment operations
Regulatory compliance
In-person customer service
Bank transfers
Filing
Client file management
Series 66
Managing clients in a customer support role
Series 7
Salesforce Cloud
Managing clients in a finance role
Data management
Financial records management
Client services
Investment account customer support
Financial data management
Financial regulatory compliance

Full Job Description

Your Future Team
Simmons Investment Advisors operates as a private financial advisory practice within Hightower Advisors, a financial services company. Established in 1987, Simmons Investment Advisors provides investment and financial planning services to affluent individuals, families, corporations, and non-profits. As a small team, they service over $500 million in client assets as of May 2026.

This role assists in providing white-glove service to our clients, as well as running day-to-day operations within the practice. Successful candidates will be analytical thinkers and self-starters comfortable with extensive client contact, resolving most questions and problems independently. Candidates must be eager to work in a team environment and be willing to “wear all hats.”

What You’ll Do

Developing strong relationships with clients
Delivering service both internally and externally, partnering and working closely with Financial Advisors and teammates
Serving as the primary contact for client service needs, promptly addressing and solving inquiries through phone, email, and in-person interactions
Onboarding new clients and supporting existing clients, including account openings, all aspects of money/asset movements (journals, EFT’s, check requests, wires, ACAT/DTC transfers, RMD's, etc.) and account maintenance (address updates, beneficiary changes, online account access, account re-titles, etc.)
Maintaining client records and files, ensuring that all data is current and accurate following regulatory requirements and company policies
Collaborating with custodian partners (Fidelity, NFS, and Schwab, outside custodians, etc.) to ensure accurate processing of client transactions. Downloading and uploading forms, monitoring and verifying changes in the system, resolving issues, and staying current with changing procedures
Becoming comfortable and proficient in using our different applications (MS Office suite (Outlook, Excel, Word), Salesforce, Black Diamond, DocuSign, and custodial platforms) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance standards and requirements
Managing client data within CRM (Salesforce) and monitoring to ensure accuracy

What You’ll Bring

Experience collecting information, processing forms, and maintaining accurate data
Confidence in handling phone calls and speaking to clients
Ability to proactively anticipate advisor and client needs
Interpersonal and client service skills
Team player who shows a client-first attitude
Strong attention to detail, accuracy, and organization
You are ethical, and able to handle sensitive financial information with the utmost confidentiality.
Proficiency in MS Office suite, Salesforce, DocuSign
Preferred: 1+ years of industry experience
Preferred: Series 7, 66 licenses

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 $60,000-$85,000 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.

Quick Apply

Refine Your Search

client services associate jobs in portland me

Client Services Associate- Simmons Investment Advisors

Client Service Associate

Client Associate/Registered Client Associate

Senior Client Service Associate, Executive Benefits Account Management (Hyb

Senior Client Services Associate- Simmons Investment Advisors

Support Associate, Client Services

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