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

Wealth Management Client Services Associate

Morgan Stanley

A leading financial services firm is seeking a Registered Client Service Associate in Portland, ME. This role involves supporting Financial Advisors by fostering client relationships, executing transactions, and providing outstanding service. Ideal candidates will possess strong interpersonal skills, a detail-oriented approach, and relevant certifications. Join a dynamic team dedicated to excellence in client service and employee support, where your contributions will be valued. #J-18808-Ljbffr Morgan Stanley

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Portland, ME vacancy
  • $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... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Portland, ME
    18 hours ago
  •  ...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... 
    Suggested
    Work experience placement
    Work at office

    R. M. Davis

    Portland, ME
    18 hours ago
  • Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting... 
    Suggested
    Work experience placement
    Work at office

    CyberCoders

    Portland, ME
    1 day ago
  •  ...Registered Wealth Management Client Associate Manchester, New Hampshire;Portland, Maine To proceed with your application, you must be at least...  ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, ME
    1 day ago
  •  ...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

    RBC

    Portland, ME
    3 days ago
  • Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings...  ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships... 
    Seasonal work

    Bank of America

    Portland, ME
    1 day ago
  • $18 - $19 per hour

     ...Description Job Description The Mail Services Associate role is an integral part of day-to-...  ...mail and packages to the internal client as well as process all incoming and outgoing...  ...encompasses print support, and asset management. Key Responsibilities: Pick-up... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Immediate start

    SPS North America

    Portland, ME
    26 days ago
  • $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,... 
    Full time
    Flexible hours

    RBC

    Portland, ME
    4 days ago
  • $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 time
    Flexible hours

    RBC Capital Markets, LLC

    Portland, ME
    18 hours ago
  • $38k - $60k

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors...  ...Director. Such responsibilities may include servicing clients, researching problems, processing... 
    Flexible hours

    RBC

    Portland, ME
    1 day ago
  • $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 time
    Flexible hours

    Royal Bank of Canada

    Portland, ME
    more than 2 months ago
  • $130k - $225k

     ...employees to make a lasting impact on our clients, communities, and the planet.What’s in it...  ...for an experienced engineer or project manager who wants to deepen client relationships...  ...focus on quality, responsiveness, and client service.Collaborate with technical teams to align... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Flexible hours

    Woodard & Curran

    Portland, ME
    18 hours ago
  • A rapidly growing company is seeking bilingual individuals with leadership potential to join their team. The role offers fully remote positions and uncapped earning potential. Ideal candidates are self-starters with a growth mindset and excellent communication skills. This...
    Remote work

    Medium

    Portland, ME
    1 day ago
  • $120.97k

     ...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water...  ...facility capital projects, meet water management objectives, comply with environmental...  ...not limited to, the role, function and associated responsibilities, relevant work experience... 
    Temporary work
    Work experience placement
    H1b

    CDM Smith

    Portland, ME
    4 days ago
  •  ...Responsibilities The purpose of this position is the management and oversight of service operations for the customer base within a district. Responsibilities include service financial performance, field service team development and supervision, support of the acquisition... 
    Hourly pay
    Minimum wage
    Contract work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Hussmann

    Portland, ME
    18 hours ago
  •  ...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 work
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Creative Office Pavilion

    Portland, ME
    3 days ago
  • $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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    T Mobile US

    South Portland, ME
    1 day ago
  • A global insurance and consulting firm is seeking a Personal Lines Account Manager to provide excellent service to existing clients. This fully remote role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment. Ideal... 
    Remote work

    Gallagher

    Portland, ME
    1 day ago
  • $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 work
    Temporary work
    Work at office
    Local area
    Remote work

    RxBenefits

    Portland, ME
    1 day ago
  • $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 wage
    Work at office
    Local area
    Night shift

    Marsh & McLennan

    Portland, ME
    1 day ago
  • $78.8k - $177.68k

     ...questions. Through our products, education, and services, MedInsight is making an impact on healthcare...  ...solutions for healthcare cost and care management. MedInsight has been ranked #1 for Payer Quality Analytics by clients for the last three years in the Best in KLAS... 
    Full time
    Work experience placement
    Remote work
    Flexible hours

    Milliman

    Portland, ME
    1 day ago
  •  ...Assistant Customer Service Manager Are you ready to take the next step in your people management career? Join us for an exciting opportunity...  ...where you help maintain consistent standards, support your associates, and ensure every customer leaves with a positive experience... 
    Weekly pay
    Minimum wage
    Local area
    Flexible hours
    Afternoon shift

    Albertsons

    Portland, ME
    4 days ago
  • $85k

     ...Accounting Manager Dirigo Management Company Portland, Maine...  ...management, condominium/homeowner association management, or real estate....  ...is Maine's leading full-service, third-party management company...  ...reputation is built on exceptional client service, experienced... 
    Full time
    Contract work

    Skillcloud HCM

    Portland, ME
    2 days ago
  • Join to apply for the Service Associate - Maine/NH role at Stryker. 1 day ago Be among the first 25 applicants. Who We Want Customer oriented...  ...sales representatives in your assigned territory, you will manage inventory, help with the education cadence, and supply of... 
    Minimum wage
    Full time
    Temporary work
    Local area
    Work from home
    Flexible hours

    Stryker

    Portland, ME
    3 days ago
  • $18.95 - $27.25 per hour

     ...AND 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 office
    Local area

    Hannaford Supermarkets

    South Portland, ME
    2 days ago
  • $18.49 - $27.31 per hour

     ...experience by receiving exceptional customer service and product information. Minimum...  ...procedure direction and changes to all associates in a timely manner Complete the Industrial...  ...Communicate inventory needs to management Direct and assist the processing of merchandise... 
    Monday to Friday

    Floor & Decor Holdings, Inc.

    Portland, ME
    3 days ago
  •  ...Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage...  ...problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.... 

    Savant-Wealth-Management-

    South Portland, ME
    4 days ago
  •  ...for an experienced veterinary client care specialist to join our 5...  ...of patient care and customer service, we'd be excited to have you...  ...Greeting clients and pets Managing multiple phone lines...  ...person National Veterinary Associates is a leading global pet care... 
    Full time
    Local area
    Relocation package
    Flexible hours

    NVA

    Portland, ME
    3 days ago
  •  ...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... 

    Dormont Manufacturing Company

    Portland, ME
    3 days ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver...  ...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 work
    Part time
    Local area

    Dollar Tree

    South Portland, ME
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!