Client Services Portfolio Administrator
KMA Human Resources Consulting
HeadInvest is seeking a Portfolio Administrator to join the downtown Portland, Maine team. This full-time, in-office role provides direct client services and works closely with portfolio managers and the client services team to ensure prompt, courteous, and professional service. The ideal candidate has a client-driven mindset, industry experience, and a collaborative approach to support HeadInvest’s clients and fiduciary duties. #J-18808-Ljbffr KMA Human Resources Consulting
$60k - $70k
HeadInvest in Portland, Maine, is seeking a Portfolio Administrator to join our in-office team. This role supports portfolio managers and our client services group, delivering prompt, courteous service to clients and handling account administration. The ideal candidate...SuggestedWork at office$60k - $70k
...HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator , to join their team in downtown... ...that plays an essential role in providing direct client services and works closely with portfolio managers and the client...SuggestedFull time- ...that is looking to add an experienced Portfolio Administrator to its team. This is a full-time,... ...someone who enjoys working directly with clients while partnering closely with... ...Managers, Relationship Managers, and Client Services professionals. What you’ll be doing...SuggestedFull timeWork at office
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