Wealth Management Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
White Pine Wealth Management is seeking a Client Service Associate to deliver a white-glove experience by directly engaging with clients and coordinating with the service team and advisors.
You will onboard new client relationships, process account paperwork, handle money movements, and maintain accurate client records, using Salesforce, Docu Sign, and the Fidelity platform, with emphasis on confidentiality and compliance.
Consider building your career as a Wealth Management Client Services Specialist at Hightower Advisors.
We have an opening for a Wealth Management Client Services Specialist in Portland, ME, United States within Finance, Sales.
This role, Wealth Management Client Services Specialist at Hightower Advisors, could be your next move.
Are you ready to take on the Wealth Management Client Services Specialist role at Hightower Advisors?
We would love to welcome a new Wealth Management Client Services Specialist to our group in Portland, ME, United States.
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