Client Services Specialist - Financial Advisory
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Raymond James in Portland, ME seeks a Client Service Associate to support Financial Advisors and clients with high-quality service. You will handle client inquiries, prepare forms and reports, and manage CRM records while collaborating with the branch team.
The role requires strong communication, organizational skills, and the ability to handle multiple tasks in a fast-paced environment. Hybrid work options and a comprehensive benefits package are offered.
We are currently recruiting a Client Services Specialist
- Financial Advisory Support for our team in Portland, ME, United States.
We invite applications for the Client Services Specialist
- Financial Advisory Support position located in Portland, ME, United States.
The following opportunity is for a Client Services Specialist
- Financial Advisory Support with Fwainvest.
Our team is growing, and we are hiring a Client Services Specialist
- Financial Advisory Support in Portland, ME, United States.
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