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Wealth Management Client Associate — Client-Centric
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management
Job Description & How to Apply Below
Jobtailor in Portland, ME is seeking a client‑focused financial services professional to educate clients on the bank's offerings and manage portfolios with a risk‑aware approach.
The role emphasizes timely documentation, compliance with policies, and proactive support for Financial Advisors. A self‑starter with strong product knowledge and adaptability is essential to success in this client‑centric environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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