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
$100k
...Client Service Associate White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine. The Client Service Associate provides a white glove client experience by working directly with clients...SuggestedPermanent employmentWork at officeLocal area- Morgan Stanley in Portland, Maine is hiring Wealth Management Associates to support Financial Advisors and enhance client relationships. Responsibilities include providing exceptional client experience and assisting with administrative marketing tasks. Ideal candidates...Suggested
- PowerToFly is seeking a Client Service Associate in Portland, Maine, to deliver exceptional service to clients and support Financial Advisors.... ...have advanced Microsoft Office skills. This role includes managing client relationships, executing transactions, and providing...SuggestedWork at office
- Morgan-Stanley is seeking a Client Service Associate in Portland, Maine. You will provide exceptional client service and support for Financial... ...certifications. Strong interpersonal skills and the ability to manage multiple tasks in a fast-paced environment are essential....SuggestedWork at office
- Hightower Advisors is seeking a Client Service Associate to join the White Pine Wealth Management team in Portland, ME. This role involves providing an exceptional client experience, managing client records, and processing account requests. Strong communication and interpersonal...Suggested
$38k - $60k
RBC Capital Markets, LLC is seeking a Client Associate in Portland, United States. This full-time position requires a Bachelor's degree or job-related experience and involves building professional relationships with clients, handling inquiries, and providing operational...Full time- ...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management Administrative Support:...Work at officeLocal area
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Work at officeLocal area
$50k - $80k
...$80,000 Position Summary Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs) and teams on a... ...and/or other duties directed by local management Administrative Support: Answering inbound...Work at officeLocal area- PowerToFly is looking for a Wealth Management Associate in Portland, Maine, to support financial advisors while ensuring exceptional client service. The successful candidate will help build client relationships, assist with digital marketing, and manage various operational...
- PowerToFly is seeking a Registered Client Relationship Analyst located in Portland, Maine. This role focuses on providing exceptional... ...of experience in the financial sector. Responsibilities include managing client accounts, educating clients about digital tools, and...
- 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...
$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$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$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 timeFlexible hours- ...committed to providing excellent customer service and giving back to our communities. We... ...well-being. Position Summary The Client Investment Administrator supports investment... ...adjustments on client accounts. Manage client investment objective letters proactively...Contract workLocal area
- Great Diamond Partners is seeking a Client Relationship Specialist in Portland, Maine. The role involves serving as the primary contact for clients, providing exceptional service, and supporting financial advisors. A Bachelor's degree and 5+ years in a financial services...Monday to Friday
- Great Diamond Partners is an independent, locally owned wealth management firm that is building a refreshing alternative to the... ...a culture of betterment and well-being for our team, clients, and community. Our service is rooted in integrity, compassion, and deep community...Work at officeMonday to Friday
$28 - $32 per hour
...Housing Authority is seeking an individual with excellent project management skills; the ability to work independently and take initiative;... ...meet deadlines; critical thinking skills; excellent customer service, interpersonal, and communication skills to join our team as a...Hourly payFull timeTemporary workFor contractorsWork at officeRelocationMonday to FridayFlexible hours$61k - $108k
...providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our... ...you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength...Work at officeLocal area$85k - $115k
...dedicated professionals. With over 145 years of service excellence, we combine the precision and... ...all have safe drinking water and helping clients minimize their impact on the environment.... ...day in the life of a SGS Senior Account Manager The Senior Account Manager is responsible...Contract workWork at officeImmediate start- ...Job Type Full-time Description Department: Wealth Management Reports to: Director of Client Engagement FLSA: Exempt Last Modified: 5.26.26 Job Summary The Client Engagement Specialist is responsible for supporting client growth and engagement...Full timeWork at officeLocal area
$21.48 - $32 per hour
...array of insurance, retirement, and wealth management products and services. But we don't stop there — we also... ...local business or helping a national client navigate complex risk, you'll be... ...limits — HUB is the place for you. Associate Account Executive We currently...Work at officeLocal area- ...Service Manager Opportunity Join a company where your leadership matters — and your results are recognized. Beauregard Equipment, Inc. is a family-owned business that's been serving New England since 1968. We're looking for an experienced Service Manager who takes pride...Temporary workWork at office
- 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. ...Remote work
$120.97k
...Districts. As a global full-service firm, CDM Smith's has been serving... ...USACE priorities. As a Client Service Leader, you will... ...analytics, digital delivery, asset management, automation) as part of... ...professional societies and associations. Job Title: Client...Full timeContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours- A leading consulting firm is looking for passionate individuals for client service leadership roles. Enjoy a flexible work-from-home environment and a supportive community focused on professional growth. Strong communication, exceptional customer service skills, and leadership...Remote workWork from homeFlexible hours
- ...Resident Services Coordinator Be a part of the best team in Property Management!!! Vesta Management is seeking to hire an experienced Resident Services Coordinator at Loring House in Portland, ME, who will assist and empower our residents through the provision of...Temporary workLocal areaWeekend workAfternoon shift
$120.97k
...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater... ...industrial infrastructure and facility capital projects, meet water management objectives, comply with environmental requirements, or address...Full timeTemporary workH1b$60k - $63k
...for experienced automotive parts and/or service professionals to join our consulting team... ...in the automotive industry. As a Parts Manager – Service Manager – Service Advisor your... ...offer an environment that provides our associates with the right balance between work and...Remote workHome officeNight shift
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