Client Experience Associate — PTO
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-07-14
Listing for:
Cerity Partners Management LLC
Part Time
position Listed on 2026-07-14
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Clerical, Customer Service Rep
Job Description & How to Apply Below
Cerity Partners is seeking a Client Service Associate in Portland, ME to support clients and advisors by handling routine administrative tasks, processing paperwork, and maintaining CRM data accuracy. The Associate will assist with account openings, process paperwork, schedule client meetings, and prepare basic reports with a focus on professional client service.
The role requires 2+ years in a client service or admin role, strong communication and organizational skills, and the ability to
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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