Wealth Client Service Associate - Onboard & Support
Listed on 2026-10-18
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Finance & Banking
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
White Pine Wealth Management, based in Falmouth, Maine, seeks a Client Service Associate to deliver a white-glove client experience. You will onboard new relationships, process paperwork, and coordinate with advisors while handling sensitive financial information with confidentiality.
The role requires strong communication, data accuracy, and organizational skills, plus the ability to work in a growing practice. 2+ years and relevant licenses are preferred.
Join us at Hightower Advisors as our next Wealth Client Service Associate - Onboard & Support in Portland, ME, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Portland, ME, United States.
This opportunity is part of our work in Finance, Sales.
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