Top 9 Client services associate Jobs in Portland Me

Client Services Associate - South Portland, ME
Savant Wealth Management —South Portland, ME
- $57,000 - $85,500 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
Account Manager, Private Client Services
Marsh McLennan Agency —Portland, ME
- $54,700 - $101,900 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Continuing education credits
- Paid parental leave
Client Service Associate
Morgan Stanley —Portland, ME
- $16.00 - $43.27 an hour
- 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
Client Service Representative (CSR)/ Account Manager
MW Swan Agency LLC | Insurance & Financial Services —Topsham, ME
- $23 - $26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Dental insurance
- Paid time off
Quick Apply
Senior Client Specialist
Robert W. Baird —Portland, ME
- $28.31 - $38.00 an hour
- Microsoft Excel
- 5 years
- Office
- Opportunities for advancement

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Client Services Associate - South Portland, ME

Savant Wealth Management -
South Portland, ME

Apply Now

Job Details

Full-time
$57,000 - $85,500 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Financial services customer support
Administrative experience
Managing clients in a customer support role

Full Job Description

If you enjoy building meaningful relationships, staying organized, and delivering exceptional client experiences, we'd love to hear from you. As a Client Services Associate, you'll play a vital role supporting financial advisors and clients by providing front office coverage and helping ensure seamless day-to-day operations. This position is designed to strengthen business continuity, enhance service capacity, and deliver a consistently exceptional experience for both advisors and clients—all while building a rewarding career with a collaborative, employee-owned firm.

As a Client Services Associate, you'll be a trusted partner to both advisors and clients, helping deliver a seamless and exceptional client experience. You'll coordinate a variety of administrative and client service responsibilities, including preparing client paperwork, processing requests, managing incoming calls, coordinating meetings, and ensuring every client interaction is organized, efficient, and well supported. The ideal candidate is an organized problem solver with strong communication skills, the ability to manage multiple priorities, and a proactive, client-first approach to every interaction.

Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

The Client Services Associate can expect to focus in the following areas:

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:

This position is based out of our office in South Portland, ME.
The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $57,000 – $85,500. Actual compensation is determined on an individual basis and considers factors such as relevant experience, skills, qualifications, geographic location, and market conditions. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

client services associate jobs in portland me

Client Services Associate - South Portland, ME

Account Manager, Private Client Services

Client Service Associate

Client Associate/Registered Client Associate

Client Service Representative (CSR)/ Account Manager

Senior Client Specialist

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