Wealth Management Client Experience Coordinator
Job in
Falmouth, Cumberland County, Maine, 04105, USA
Listed on 2026-07-29
Listing for:
Hightower Advisors
Full Time
position Listed on 2026-07-29
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
White Pine Wealth Management, part of Hightower Advisors, seeks a Client Service Coordinator in Maine to serve as the first point of contact for clients, visitors, and partners. You will manage communications, coordinate advisor schedules, prepare meeting materials, and provide administrative support to Advisors and Client Service Associates.
The role emphasizes calendar coordination, meeting planning, and maintaining client records within firm systems, while ensuring data accuracy and
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