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Client Services Specialist - Financial Advisory

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-07-10
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 62000 USD Yearly USD 40000.00 62000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist - Financial Advisory Support

Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle client inquiries, prepare forms and reports, and manage CRM records while collaborating with the branch team.

The role requires strong communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment. Hybrid work options and a comprehensive benefits package are offered.

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