Client Support Associate

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

The Client Support Associate is a key contributor and resource for Client Advisors, Client Relationship Associates, and clients. This role provides a wide range of internal administrative support to other client service colleagues and Client Advisors in the provision of service to our clients.

• Provides direct support and assistance to certain Client Advisors, Client Relationship Associates as well as clients.
• Acts as a liaison between our clients and other professionals, including attorneys, accountants, and custodians.
• Preparation of a wide variety of materials and analyses for clients and advisors, including detailed financial planning illustrations, contracts, statistical charts, performance reports, and other written communications.
• Serves as a back‑up to certain Client Relationship Associates, as needed.

• Generation and verification of certain materials provided to clients, including quarterly reports, fee statements, and any other special reporting requests made by clients and Client Advisors.
• Retention of all client correspondence, contracts and custodial documentation.

• Bachelor’s degree in Business Administration, Finance, or a related field
• 2 - 3 years of prior work experience in the investment, stock brokerage, or bank trust profession.
• Prior experience using the Microsoft Office suite, including Word, Excel, Outlook and MS Teams. Prior experience using Tamarac and Money Guide Pro.
• Ability to manage tight time frames and perform multiple and competing tasks efficiently and independently.
• Strong interpersonal, written and verbal communication skills and good relationship building skills.

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

FLSA Status:
Non-exempt
R.M. Davis is an Equal Opportunity Employer