Client Services Associate in Portland, Maine


Admin and Secretarial

Advert ID




Job Type




Salary Range

USD48000 - USD53000 per year

No. of Openings


Branch Information

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



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!


* 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


* 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


* 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

Not sure if this is the right job for you? No worries. We have many other jobs available that you may be interested in - apply now to start a conversation.

Job ID: 5069424