Wealth Management Client Advocate
Bank of America
Merrill Wealth Management, part of Bank of America, is seeking a Client Service Associate to support Financial Advisors and manage client relationships in a fast-paced environment. This role emphasizes service excellence, operational accuracy, and collaboration with the FA team. The position requires client-centric communication, willingness to learn, and proficiency with Microsoft Office and Salesforce. On-site roles in Portland, ME offer growth and client-focused career development. #J-18808-Ljbffr Bank of America
- ...Registered Wealth Management Client Associate Manchester, New Hampshire;Portland, Maine To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management invites applications for a Client Associate/Registered Client Associate in Portland, ME. This role focuses on supporting financial advisors and clients through administrative excellence, onboarding, and process improvements. You will ensure compliance...Suggested
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeShift workDay shift
- Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships...SuggestedSeasonal work
- Jobtailor in Portland, ME is seeking a client‑focused financial services professional to educate clients on the bank's offerings and manage portfolios with a risk‑aware approach. The role emphasizes timely documentation, compliance with policies, and proactive support...Suggested
- RBC Capital Markets, LLC in Portland, Maine is seeking a Client Associate/Registered Client Associate who will serve as a trusted resource... ...use your administrative and operational skills to help advisors manage and grow business, onboard new accounts, maintain records, and...
$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 and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Flexible hours$38k - $60k
...Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource...Full timeFlexible hours$50k - $77k
Job Description Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch...Full timeFlexible hours- ...law firms in the nation and boast a team of accomplished attorneys and partners that can guide you through your casework and client management. Support for Attorneys Cordell & Cordell offers extensive support for our attorneys. The firm provides comprehensive training,...Full timeTemporary work
- ...handle divorce, custody, and support matters, draft pleadings, and provide strategic client counsel throughout complex proceedings. You will collaborate with paralegals and staff to manage multiple cases, meet deadlines, and maintain high-quality representation in a...
$210k - $305k
...contract developmentStrong attention to detail and the ability to manage multiple matters effectivelySoft Skills: Excellent writing, research, and interpersonal skillsKey ResponsibilitiesRepresent clients in complex construction litigation, arbitration, mediation, and...Contract workFlexible hours- ...England, is seeking an experienced attorney for its Litigation Practice Group in Portland, ME. This hybrid role involves significant client interaction and a diversified workload spanning multiple legal areas. The ideal candidate will have a Juris Doctor degree, active...
- Job Title: Brand Advocate Department: Retail/Sales Reports to: Store Manager Location: Portland, Maine Dress Code: Cellairis Retail Dress Code Travel: N/A Benefits... ...service skills and develop relationships with clients Cognizant of spending time with the right prospective...Work experience placementShift work
$57k - $76k
...staying organized, and delivering exceptional client experiences, we'd love to hear from you.... ...client paperwork, processing requests, managing incoming calls, coordinating meetings,... ...Savant Capital LLC, is an Equal Opportunity Employer #J-18808-Ljbffr Savant-Wealth-Management-Work experience placementSummer workWork at officeWork visaMonday to FridayFlexible hours- Rehab Without Walls Neuro Rehabilitation is seeking an Admissions Coordinator to manage patient access and insurance workflows within a fast-paced setting. You will coordinate admissions, verify benefits, and communicate clearly with patients, clinical teams, and providers...
- KeyBank is seeking a Teller to deliver exceptional in-person client service, assist with account transactions, and uphold branch standards. You will balance cash, assist clients with financial needs, and guide them toward bankers for deeper financial wellness conversations...
- 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...Work experience placementWork at office
- ...benefitted close to 500 million people in developing countries Advocate: This is a great entry-level volunteer position for someone... ...poor. Build awareness of the issues and ways people can help. Manage and implement fundraising campaigns. Represent The Borgen...
- Metric Geo, a reputable Real Estate Law Firm in Portland, Maine, is seeking a Real Estate Attorney. This role involves managing all operations related to real estate law. The firm is known for its supportive environment and equal employment opportunities. Ideal candidates...
- ...and employment law. This role requires extensive contact with clients, governmental agencies and opposing counsel. Duties include... ...of the largest labor and employment law firms representing management in all types of employment-related legal matters. Best Law...Work at officeLocal areaFlexible hours
- A leading healthcare software company is seeking a Senior In-House Litigation Attorney to manage complex litigation in Madison, WI. The role involves counseling on risk, handling multi-million dollar disputes, and ensuring compliance with legal frameworks. Qualified candidates...Relocation package
- Sexual Assault Response Services of Southern Maine (SARSSM) seeks a SART Advocate-Outreach Specialist to center survivors through outreach, advocacy, and trauma-informed support in Cumberland and York counties. This grant-funded, union-position works in a hybrid arrangement...Shift work
$18 - $19 per hour
Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview The Client Services Associate provides exceptional office and mail services, delivering operational functions in the...Temporary workWork experience placementWork at office- Rehab Without Walls Neuro Rehabilitation is seeking an Admissions Coordinator in Maine to oversee patient intake, verify benefits, and coordinate with clinical teams. The role demands strong organization, precise data entry, and professional communication to support admissions...Work at office
- ...law practice in the world exclusively devoted to representing management. With more than 1,900 attorneys in over 100 offices worldwide,... ...Littler’s unparalleled commitment to labor and employment law helps clients navigate a complex business world with nuanced legal issues—...Full timePart timeWork at officeLocal areaWorldwideFlexible hours
- ...Juris Doctor (JD) degree and a minimum of two years of experience in labor and employment law. This position involves representing clients in various legal matters and requires strong research, writing, and communication skills. A competitive benefits package is offered...
- ...state and federal wage and hour laws, workplace misconduct, collective bargaining, and grievance administration. We also represent clients in labor arbitration, before federal and state agencies, and in state and federal courts. Our team is frequently called upon to provide...Work at officeLocal area
- ...position requires a high level of attention to detail, excellent communication skills, and the ability to work collaboratively with clients and members of the Drummond Woodsum real estate team. Maine bar admission is strongly preferred, with 2-5 years experience. No...Temporary workWork at office
- ...A reputable Real Estate Law Firm is looking to build their growing team with a Real Estate Attorney. This position will help manage all real estate law operations. This company has an amazing reputation and operates throughout New England. They also provide equal employment...
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