Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Associate — Client Service & Trade Support

$23.08 - $34.62 per hour

Keybank, National Association

KeyBank is seeking a client service professional to assist the KIS Sales Force with sales goals, customer service, and business growth. This role involves processing client account maintenance requests and ensuring high accuracy in client interactions. Applicants should have a High School Degree (College Degree preferred), with required Series 7 and Series 63 licenses. Compensation ranges from $23.08 to $34.62 per hour, plus incentive compensation. #J-18808-Ljbffr KeyBank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Investment Associate — Client Service & Trade Support in Portland, ME vacancy
  •  ...middle‑size business customers. The Officer provides exceptional client service to aid in retention and create a differentiated client...  ...and resolve client servicing issues and provide training and support. Utilize and maintain the Commercial customer database as a relationship... 
    Suggested
    Work at office
    Local area

    Bangor Savings Bank

    Portland, ME
    2 hours ago
  •  ...give back through fully paid community service days. We invest in our employees and our community,...  ...Representative is responsible for the servicing of client investors, analyzing, interpreting and...  ...and/or investor services system and supporting databases. Mentor, train, and... 
    Suggested
    Work at office
    Remote work
    2 days per week

    Stone Coast Fund Services

    Portland, ME
    1 day ago
  •  ...1875—that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative...  ...your holistic well-being. Position Summary The Client Investment Administrator supports investment team client-related administrative... 
    Suggested
    Contract work
    Local area

    CNB

    Portland, ME
    3 days ago
  •  ...providing excellent customer service and giving back to...  ...is responsible for investment due diligence,...  ...and tactical research supporting the goals and objectives...  ...options, and managing client portfolios in accordance...  ...experience of investment trading systems, Microsoft... 
    Suggested
    Contract work
    Local area

    Camden National Bank Defunct

    Portland, ME
    3 days ago
  •  ...involves performing teller activities and ensuring superior customer service while adhering to banking regulations. Candidates should have...  ...and attention to detail is essential. This position supports branch growth initiatives and may require travel to various locations... 
    Suggested

    Maine Community Bank

    Gorham, ME
    1 day ago
  • $100k

     ...lines of business to provide financial consulting, advice and support. The Senior Financial Analyst will compile and analyze financial...  ...: You will partner with our Veterinarian Software and Services by providing financial business support, dashboards and reports... 
    Work at office
    Local area
    Worldwide

    IDEXX Laboratories

    Westbrook, ME
    1 day ago
  • $63.5k - $120k

     ...provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout...  ...employer contribution Mental health support Career advancement...  ...Finance Development Program provides Associates with high visibility within the... 
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    Unum Group

    Portland, ME
    3 days ago
  •  ...commercial real estate loan files; supporting the Bank’s residential...  ...supporting Bank products and services. KEY RESPONSIBILITIES Financial...  ...and standards for the Associate Credit & Appraisal Analyst performance...  .... Participate in industry trade group meetings (as... 
    Work experience placement
    Bank staff
    Local area

    Kennebec Savings Bank

    Portland, ME
    11 hours ago
  •  ...The GIANT Company, Hannaford and Stop & Shop. Our associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial...  ...are just as important as business growth, we invest in our people, empowering them to learn, grow and... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Peapod Digital Labs

    Scarborough, ME
    3 days ago
  •  ...been since 1875—that is committed to providing excellent customer service and giving back to our communities. We foster a collaborative,...  ...industry? Are you looking to join an organization that invests in its employees and offers ongoing training for the job that sets... 
    Contract work
    Local area

    Camden National Bank

    Portland, ME
    2 days ago
  •  ...credit risk to ensure sound decision-making and protection of Sappi North America's financial position. This role supports the Director of Shared Financial Services in assessing creditworthiness, monitoring customer exposure, managing credit limits, and contributing to... 
    Local area

    Sappi

    Portland, ME
    3 days ago
  •  ...comprehensive wealth management and investment products and services for individuals,...  ...and Wealth Management Client Associates help clients pursue the life...  ...Referral Management Trading This position is subject...  ...policy and practice to support and promote the concept of... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, ME
    1 day ago
  •  ...reliable and clean burning natural gas service to homes and businesses in Arkansas, Colorado...  ...PRIMARY DUTIES AND RESPONSIBILITIES Supports the implementation of rate changes and...  ..., and reviewing rate change proposals associated with purchased gas adjustment and demand... 
    Work experience placement
    Work at office
    Remote work
    Work from home

    Summit Utilities Inc

    Portland, ME
    17 days ago
  • $70k - $105k

    Stone Coast Fund Services is seeking an experienced fund accountant to manage portfolio activities and ensure compliance with industry standards. This role offers a competitive salary in the range of $70,000 to $105,000, based on experience, along with a comprehensive... 
    Remote job

    Stone Coast Fund Services

    Portland, ME
    11 hours ago
  • $100k

    A leading veterinary software company seeks a Senior Financial Analyst to provide financial consulting, analysis, and support. This role involves creating financial models, developing budgets, and analyzing financial statements, requiring strong expertise in Excel, SAP,... 

    IDEXX Laboratories, Inc

    Westbrook, ME
    2 hours ago
  •  ...enhance a comprehensive Enterprise Risk Management Program that supports the bank’s strategic objectives • Identify, evaluate, and...  ...level experience in risk management within banking, financial services, or a closely related industry • Expertise in enterprise risk... 
    Work at office

    Pro Search

    Portland, ME
    2 days ago
  • A regional financial institution is seeking an Associate Credit & Appraisal Analyst to assist in financial analysis and documentation...  ...position requires maintaining compliance with regulations and supporting the residential appraisal review process. The ideal candidate... 

    Kennebec Savings Bank

    Portland, ME
    2 days ago
  •  ...We are looking for a dedicated Community Association Manager/Portfolio Manager to join our...  ...organized, flexible, proactive, customer-service-focused, have strong verbal and written...  ...environment of teamwork, collaboration, and support. We also offer a competitive... 
    Remote job
    Work from home
    Flexible hours

    the nabo group

    Portland, ME
    11 hours ago
  • $27.4 - $41.83 per hour

     ...actively manages a portfolio of clients within the entry end of the...  ...of financial products and services, providing pertinent financial...  ...a business loan and complete associated lending responsibilities....  ...effectively manages risk/reward trade-offs. Maintain and nurture... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Remote work
    Work from home
    Flexible hours
    Night shift

    KeyBank

    Portland, ME
    7 hours ago
  • Camden National Bank is looking for a motivated Relationship Banker Swing to provide exceptional customer service at our Portland location. This role involves handling transactions on the teller line and building meaningful customer relationships. The ideal candidate should... 

    Camden National Bank

    Portland, ME
    2 days ago
  •  ...risk management, insurance & consulting services Industry Insurance Type Public...  ...and utilizing analytics tools to support asset-intensive life and annuity transactions...  ...in researching and presenting results to clients, as well as collaborating with team... 

    Confidential

    Portland, ME
    1 day ago
  • $57k - $87k

     ...ongoing management of investment portfolios aligned with...  ...rather than direct client advisory activities. Works...  ...oversight teams to support portfolio solutions, reporting...  ...Portfolio Advisor Associates and/or mentor junior...  ...in products and services; acts with client in mind... 
    Work at office
    Flexible hours

    Key Bank

    Portland, ME
    1 day ago
  • $20.67 - $31.25 per hour

     ...Personal Bankers engage clients in deeper...  ...client interactions. Support of branch operations including...  ...important than financial services experience. KeyBank...  ...partners such as Key Investment Services, Mortgage and...  ...Understanding and managing risks associated with banking... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Scarborough, ME
    6 days ago
  •  ...ability to perform teller activities for customers, operational compliance, superior customer service, and bank directed initiatives. May be involved in community initiatives to support the development of relationships in the areas the Bank serves. Essential Functions... 
    Seasonal work

    Maine Community Bank

    South Portland, ME
    4 days ago
  • $63.44k - $95.16k

     ...Delhaize USA, providing supply chain services that support the delivery of products from a supplier...  ...brands and their strategies. Our associates are the heartbeat of our organization....  ...just as important as business growth, we invest in our people, empowering them to... 
    Full time
    Temporary work
    Seasonal work
    Local area
    Remote work
    Flexible hours

    The GIANT

    Scarborough, ME
    5 hours ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 256 US Route 1 - Falmouth, Maine...  ...base with up to $2M in investable assets. The PCB helps new and...  ...offering appropriate products and services. PCBs identify products and...  ...documentation of client interactions. Support of branch operations... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Falmouth, ME
    4 days ago
  •  ...coordinate and estimate projects, with support as needed by other estimating...  ...estimates for assigned trades. Establishes up budgets...  ...Participates in presentations to clients (if required) Visits project...  .... DEW's philosophy is to invest in people and inspire them to... 
    For subcontractor

    DEW Construction

    Portland, ME
    8 days ago
  • $102.17k

     ...best people in the industry, supporting their efforts to learn and grow...  ...diverse as the needs of our clients. CDM Smith is an Equal...  ...journey. Where your co-workers are invested in you and your success. Where...  ...estimates in multiple trades and review estimates in many... 
    Full time
    For subcontractor
    H1b

    CDM Smith

    Portland, ME
    2 days ago
  •  ...position will be responsible to meet with clients, develop quality and competitive...  ...Maintain a construction schedule and work with trades and management to ensure work is completed...  ...decontamination structure cleaning and deodorization services Participate in continued training with... 
    Local area
    Immediate start

    BELFOR Group

    Falmouth, ME
    1 day ago
  •  ...Portfolio Manager II role covers Investment Commercial Real Estate...  ...underwriting of new and existing clients and portfolio management such...  ...new and existing business, supports the commercial banking team and...  ...and maintaining quantifiable service level standards against... 
    Full time
    Work experience placement
    Interim role
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Portland, ME
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Associate — Client Service & Trade Support. Be the first to apply!