Client Services Associate in Portland, Maine

Industry

Admin and Secretarial

Advert ID

USA_660839

Location

Portland

Job Type

Permanent

Hours

Full-Time

Salary Range

Based on Experience

No. of Openings

1

Branch Information

Portland, ME - (USA) 70 Center St ME Portland , ME 04101

ContactNumber

207-774-8258

Job Description

Client Services Associate in Portland, Maine



Pay: $48-$53,000 per year depends on experience

Schedule: M-F 8a-5p

Assignment Length: Direct-hire



Do you have excellent organizational and project coordination skills? Would you like to work in downtown Portland? We are now hiring a Client Services Associate for a client in Portland, Maine. Interested? Apply today!



Perks:

* Full-time direct-hire opportunity

* Some flexibility with work location after 3 months of employment

* Work for northern New England's largest wealth management firm

* Competitive compensation

* 401k plan with employer contributions

* 100% company-paid employee health insurance and disability insurance

* Paid time off, including paid parental leave

* Education reimbursement

* Company paid, covered parking

* Professional downtown office setting

* Collaborative work culture



Duties:

* Providing a broad range of support to clients

* Preparing client meeting materials

* Troubleshooting basic reports

* Preparing prospect packages, presentations, and mass mailings

* Processing closed accounts

* Preparing mass mailings and a variety of correspondence

* Various administrative duties



Requirements:

* Experience with MS Office and Adobe

* Excellent organizational and project coordination skills

* Strong attention to detail and a high level of accuracy

* Excellent interpersonal, verbal, and written communication skills

* Works well independently as well as with a team

* Flexible, adaptable, and customer service oriented

* College degree and prior administrative experience in financial services preferred



We have made it easy to apply to be a Client Services Associate in Portland, Maine. Simply choose one of the options below to contact us.



Apply Now: see below

Text: 'CLIENT' to 207.560.0928

Call: 207.774.8258

Email: [email protected]



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