Client Support Associate — Wealth Advisory Team
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-07-30
Listing for:
R. M. DAVIS, INC.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
R.M. Davis is a wealth management and investment advisory firm seeking a Client Support Associate to assist Client Advisors, Client Relationship Associates, and clients. The role provides wide-ranging internal administrative support and helps maintain client service excellence.
The position requires 2–3 years in investment or related fields, and proficiency with MS Office, Tamarac, and Money Guide Pro. Strong time management and communication skills are essential for success in a fast-paced
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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