Wealth Management Client Experience Associate

HighTower Advisors

White Pine Wealth Management, based in Falmouth, Maine, is seeking a Client Service Associate to deliver a white-glove client experience by working directly with clients and the service team and advisors. You will manage data collection, complete new account paperwork, perform account maintenance, process transfers, and maintain accurate CRM records; proficiency with Salesforce, DocuSign, Office apps, and Fidelity is preferred. #J-18808-Ljbffr

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Vacancy posted 4 hours ago

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