Client Service Associate - Wealth Management Support
Morgan Stanley
Morgan-Stanley is seeking a Client Service Associate in Portland, Maine. You will provide exceptional client service and support for Financial Advisors. Ideal candidates will have a high school diploma (college preferred), advanced Microsoft Office skills, and a willingness to obtain Series 7 and Series 66/63 certifications. Strong interpersonal skills and the ability to manage multiple tasks in a fast-paced environment are essential. The position offers competitive benefits in a collaborative work setting. #J-18808-Ljbffr
$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... .... Hightower's capital solutions, operational support services, size and scale empower its vibrant community...SuggestedPermanent employmentWork at officeLocal area- ...PowerToFly is seeking a Client Service Associate in Portland, Maine, to deliver exceptional service to clients and support Financial Advisors. The ideal candidate should possess... ...Microsoft Office skills. This role includes managing client relationships, executing...SuggestedWork at office
- ...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...SuggestedWork at officeLocal area
- ...Client Service Associate 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... ...duties directed by local management Administrative Support:...SuggestedWork 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:...SuggestedFull timeWork at officeLocal area
- ...PowerToFly is seeking a Registered Client Relationship Analyst located in Portland, Maine... ...focuses on providing exceptional client support and administrative assistance to Financial... ...financial sector. Responsibilities include managing client accounts, educating clients about...
- ...committed to providing excellent customer service and giving back to our communities.... ...-being. Position Summary The Client Investment Administrator supports investment team client-related... ...adjustments on client accounts. Manage client investment objective letters...Contract workLocal area
- ...Full-time Description Department: Wealth Management Reports to: Director of Client Engagement FLSA: Exempt Last Modified: 5.26.... ...The Client Engagement Specialist is responsible for supporting client growth and engagement initiatives across the...Full timeWork at officeLocal area
$38k - $60k
...opportunity? Embrace RBC Wealth Management's core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...administrative and operational support to one or more Financial... ...may include servicing clients, researching problems...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... ...administrative and operational support to one or more Financial... ...responsibilities may include servicing clients, researching problems...Flexible hours$120.97k
...includes AE contracts in support of Kansas City, Middle... .... As a global full-service firm, CDM Smith's has... ...USACE priorities. As a Client Service Leader, you... ...digital delivery, asset management, automation) as part... ...professional societies and associations. Job Title:...Full timeContract workWork experience placementFor subcontractorH1bWork at officeRemote workFlexible hours$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... ...attract the best people in the industry, supporting their efforts to learn and grow. We strive...Full timeTemporary workH1b$60k - $63k
...experienced automotive parts and/or service professionals to join our... ...-winning sales, service, and support have made us one of the most... ...industry. As a Parts Manager – Service Manager – Service Advisor... ...environment that provides our associates with the right balance...Remote workHome officeNight shift- ...Virtual Member Service Representative Team Lead – Atlantic Federal Credit Union South Portland... ...including video banking and video teller support. Foster a collaborative, positive team... ...requests. Sales & Service: Support the Manager in coaching the team to embed sales and service...Apprenticeship
- ...Assistant Manager The Assistant Manager lives VIP's mission to... ...management processes to help the Service Manager ensure that all... ...superior team i. Ensure all associates have taken and passed all their... ...communication d. Train, support and deliver the 5 for 5 process...Shift work
$28 - $32 per hour
...seeking an individual with excellent project management skills; the ability to work... ...critical thinking skills; excellent customer service, interpersonal, and communication skills... ...team and coordinates with contractors to support a smooth, timely relocation process....Hourly payFull timeTemporary workFor contractorsWork at officeRelocationMonday to FridayFlexible hours- ...We're hiring an Account Manager for a hybrid opening in Portland... ...conversations with prospective clients, and converting interest into... ...new client relationships. Support Sales & Account Growth... ...Employee Ownership & Wealth Building As an ESOP (Employee...Temporary work
$56.8k - $71k
...The Account Manager position is one of the most crucial... .... It directly supports the Broker(s) and Consultants... ...relationship with our clients. These positions may... ...availability, promotes services, defines process and... ...diploma is required. Associate's or Bachelor's degree...Contract workTemporary workWork at officeLocal areaRemote work$61k - $108k
...broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply... ..., and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by...Work at officeLocal area$55k - $60k
...than one. As a hospitality services company, our commitment is... .... When we see a customer, a client or one of our own team members... ...here ( . SUMMARY The Associate Manager is responsible for ensuring... ...allocates labor resources to support service delivery and reduces...Hourly payTemporary workWork experience placementLocal areaAll shiftsShift work- ...Overview Patient Service Rep- Lead - South Portland - 87344 | Northern... ...Portland | Administrative Support | Full Time Department:... ...directly to the Patient Service Rep Manager. This position will lead the... ...Development (GED). Associate degree preferred. Working Conditions...Full time
$18.95 - $27.25 per hour
...RESPONSIBILITIES * Ensure department associates are properly trained by... ...Communication Board and Task Management. * Observe and ensure... ...and established procedures. Support and comply with all company safety... ...operation of the office/service desk/kiosk/front end/bottle room...Work at officeLocal area$50k - $65k
...important work benefits our clients and partners as much as... ...sales models to supporting recurring revenue. Customer... ...Technology is seeking an Associate Customer Onboarding Manager to facilitate onboarding... ...specifics and requirements, WWT services, WWT engagements, etc....Full timeContract workRemote workShift work- ...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of Assistant or Store Manager...Local areaFlexible hoursShift workNight shift
$65k
...Restaurants is looking for an experienced restaurant Assistant Manager to join our supportive team of dynamic and hard-working café professionals. At... ...the Rest' by providing the highest-quality customer service experiences for our guests. Apply today for an immediate...Immediate startShift workNight shift$20.41 - $40.36 per hour
...insurance, retirement, and wealth management products and services. But we don't stop there —... ...an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'... ...HUB is the place for you. Associate Account Executive We currently...Work at officeLocal area- ...Description The Employee Benefits Account Manager - Small Group , is responsible... ...all other team members to ensure service deliverables meet and exceed client expectations and will serve as the... ..., the agency, and carriers. Support team employees in day-to-day operations...Work at office
- ...Service Manager II (SMII) The SMII lives VIP's mission to EARN AUTOMOTIVE CUSTOMERS FOR LIFE... ...listed below: Hire the best associates in the area Develop a superior team... ...appointments and communication Train, support and deliver the 5 for 5 process to educate...Permanent employmentShift work
$55k - $65k
...Orkin Service Manager If you're the best at sales, you have a place with the best in pests... ...and employee engagement. In addition to supporting the growth and success of the business,... ...independently and interact with our great clients We will consider for employment all...TraineeshipLocal area- ...Service Manager Opportunity Join a company where your leadership matters — and your results are recognized. Beauregard Equipment, Inc.... ...-paced service environment. What You'll Do Lead and support a team of technicians and service staff to deliver high-quality...Temporary workWork at office
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