Wealth Management Client Services Associate
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-30
Listing for:
HighTower Advisors, LLC
Full Time
position Listed on 2026-08-30
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality.
Responsibilities include onboarding clients, processing account changes, managing transfers, and maintaining CRM data with Salesforce. Strong communication and meticulousness are essential to succeed in a fast-paced wealth
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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