Wealth Client Services Associate
Listed on 2026-10-06
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Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Springborn Staffing is seeking a detail-oriented administrative professional to support wealth management teams in Portland, ME. You will assist advisors and portfolio managers with daily client service tasks, respond to routine requests, and help maintain client records.
You will also prepare and gather documentation for account openings, coordinate with custodians, and support on-boarding and reporting activities under guidance from senior staff.
We are currently recruiting a Wealth Client Services Associate for our team in Portland, ME, United States.
We appreciate your interest in this position.
Join Springborn Staffing and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Client Services Associate role at Springborn Staffing, based in Portland, ME, United States.
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