Wealth Management: Client Experience Associate
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-07-25
Listing for:
HighTower Advisors, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
CRM System, Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
White Pine Wealth Management in Portland, ME is seeking a Client Service Associate to support advisors and clients. You will onboard new client relationships, process account paperwork, and maintain accurate client records in our CRM.
You’ll handle account maintenance, money movements, and client inquiries by phone, email, and in person. Proficiency with Salesforce, Docu Sign, Microsoft Office (Word, Excel, One Note), and Fidelity is preferred to ensure smooth operations and compliance with
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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