Wealth Management Client Experience Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Hightower in Maine is seeking a Client Service Associate to deliver a white-glove client experience. You will onboard new relationships, coordinate with advisors and the service team, and maintain records in our CRM. The role emphasizes confidentiality and professional client interactions.
The ideal candidate has 2+ years in the industry, strong communication, and detail orientation. Series 7/66 are required; an Insurance license is a plus. Base salary up to $80k–$100k plus discretionary bonus.
We are looking to fill the Wealth Management Client Experience Specialist position at Colonial Group in Portland, ME, United States.
This is a strong position to take on the Wealth Management Client Experience Specialist role at Colonial Group.
As a Wealth Management Client Experience Specialist, you will play an important part at Colonial Group in Portland, ME, United States.
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