Wealth Management Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a Client Service Associate in Portland, Maine, to provide exceptional service to Financial Advisors and their clients. The role involves handling administrative tasks, supporting client transactions, and maintaining client relationships. The ideal candidate will have a High School Diploma, strong interpersonal skills, and proficiency in Microsoft Office. Opportunities for advancement and comprehensive employee benefits are offered. Join a collaborative team at a leading financial services firm. #J-18808-Ljbffr
$16 - $43.27 per hour
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...SuggestedHourly payTemporary workWork at officeLocal area- ...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... .... Position Overview The Client Support Associate is a key contributor and resource for Client Advisors...SuggestedWork experience placementWork at office
- ...Registered Wealth Management Client Associate Manchester, New Hampshire;Portsmouth, New Hampshire; Portland, Maine To proceed with your application... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...RBC in Portland is seeking a Client Associate to support financial advisors and clients. The role emphasizes building professional relationships, maintaining account compliance, and providing vital administrative support. Candidates should hold a Bachelor's degree and...Suggested
$38k - $60k
...Job Overview Embrace RBC Wealth Management’s core values and inclusive culture as an integral... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... .../or the Branch Director, including servicing clients, researching problems,...SuggestedFull timeFlexible hours$38k - $60k
...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Such responsibilities may include servicing clients, researching problems,...Flexible hours$38k - $60k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours- ...The Account Executive (AE) is responsible for managing all account and project activity within assigned accounts and will be the clients' key contact for all day-to-day business. The AE role will secure both product and service contracts, assist with strategic and...Contract workWork experience placementWork at officeLocal areaFlexible hours
$130.1k - $234.6k
...Rewards. Employees enjoy multiple wealth-building opportunities... ...through direct sales and account management activities. Primary functions... ...-date knowledge of products, services, and sales methodologies... ...solutions that meet specific client needs, ensuring high customer...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaFlexible hours- ...Competitive salary Paid time off Training & development Automotive Management Group is looking for an organized, detail oriented... ...importance of sales in driving success. Whether you're a technician, service advisor, or part of our administrative team, you'll have the chance...Flexible hoursAfternoon shift
$101k - $151.5k
...offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health,... ...work. The Opportunity The Associate Director, Clinical Services leads... ...the team effectively connects clients, brokers, and members to...Work at officeLocal areaFlexible hours2 days per week$64.7k - $120.4k
...Senior Account Manager, Business Insurance Our not-so-secret sauce. Award-winning,... ...health & benefits, retirement, and private client insurance solutions to organizations and... ...North America, we combine the personalized service model of a local consultant with the...Minimum wageWork at officeLocal areaNight shift$56.8k - $71k
...The Account Manager position is one of the most crucial jobs within... ...relationship with our clients. These positions may work remotely... ...schedule availability, promotes services, defines process and related... ...School diploma is required. Associate's or Bachelor's degree preferred...Contract workTemporary workWork at officeLocal areaRemote work$64.7k - $120.4k
...Agency Description: Senior Account Manager, Business Insurance Our not-so-... ...health & benefits, retirement, and private client insurance solutions to organizations and... ...North America, we combine the personalized service model of a local consultant with the global...Minimum wageWork at officeLocal areaNight shift- ...Director in Training helps drive store performance, fosters superior client service, and maintains operational excellence to meet or exceed established productivity goals. This individual will manage and supervise Tanning Consultants to achieve company goals and will lead...Hourly payFlexible hoursNight shiftWeekend work
- ...hunt for a vibrant and customer‑centric Assistant Customer Service Manager to join our dynamic team! In this role, you'll be the right‑... ...food is central to all our lives. Helping customers and fellow associates gives you energy. Smiling and making others smile is your...Weekly payFlexible hours
$17.92 - $21.13 per hour
...Job Summary: Our Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion... ...in-stock conditions at all times. Communicate with store management regarding guest requests and vendor-related concerns. Check...Seasonal workLocal areaFlexible hoursNight shift$17.92 - $21.13 per hour
...Our Guest Service Associate will be responsible for driving top notch guest experience while facilitating the completion of all store-level... ...in-stock conditions at all times. Communicate with store management regarding guest requests and vendor-related concerns....Permanent employmentLocal areaFlexible hoursNight shift$106.06k - $159.14k
....S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients... ...potential, then Baker Newman Noyes is the place for you. Tax Managers are responsible for the management of all phases of tax...Casual workWork at officeFlexible hours$170k - $200k
...A bit about us Are you someone who prefers to focus on client service vs worrying about billable hours or business development? We are... ...members Collaborate with firm leadership to structure and manage a variety of client engagements Lead client service teams,...Immediate startRemote work$22 per hour
...Flexible Customer Service Associate The Flexible Customer Service Associate consults with customers on their rental. Maximizing revenue... ...Qualifications: Provide world class customer service by managing the rental (and occasionally return) process, in compliance...Full timeTemporary workLocal areaImmediate startRemote workWorldwideFlexible hoursShift work- ...facility, season, or specific work performed. Multiple premiums may apply if applicable criteria are met. The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This...Hourly payMinimum wageLocal areaFlexible hoursShift workNight shift
$18.95 - $27.25 per hour
...RESPONSIBILITIES • Ensure department associates are properly trained by certified trainers... .../Front End Communication Board and Task Management. • Observe and ensure compliance with... ...Supervise the effective operation of the office/service desk/kiosk/front end/bottle room • (if...Work at officeLocal area- ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience... ...with questions and recommendations Manage sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
- ...Dormont Manufacturing Co in Portland, Maine, seeks a dedicated client service representative responsible for engaging clients in the lobby... ...on building strong client relationships and effectively managing cash responsibilities while adhering to operational guidelines...
$20 - $22 per hour
...Automotive Service Manager At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis... ...developmental role. Midas is committed to training our associates and promoting from within the organization. Responsibilities...Hourly payFlexible hoursAfternoon shift$16.8 - $21 per hour
...to play a pivotal role in helping to support excellent customer service, customer retention and new customer acquisition. As a Customer... ...trusting relationships with all customers * Effectively manage customer account data which includes setting up new accounts and...Work at officeLocal areaImmediate start$12.85k - $15.11k
...previously worked for the State..Department of Health and Human Services (DHHS)Opening Date: June 25, 2026Closing Date: July 9, 2026Job... ...OPT extensions.This position allows for partial telework with management approval based on operational needs after the first 6 months...Hourly payFull timeSeasonal workWork at officeRemote work$90k
...Mainely Tubs/Service Manager / Scarborough, Maine Mainely Tubs , New England’s leading retailer and servicer of hot tubs, swim spas, and saunas for over 40 years, is looking for a friendly, driven and team-oriented Service Manager to become part of the team based in Scarborough...Work at office- ...Room Division Manager Court… by Marriott Downtown Portland Waterfront Maine Course Hospitality Group is a hospitality company... ...Transportation—ensuring a consistently high level of service, efficiency, and associate engagement. This leader serves as the primary role model...Local areaImmediate startShift workNight shiftWeekend workAfternoon shift
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