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Client Experience Specialist, Financial Services
Job in
South Portland, Cumberland County, Maine, 04106, USA
Listed on 2026-08-01
Listing for:
Savant-Wealth-Management-
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Savant Capita l LLC in South Portland, ME is seeking a Client Services Associate to support financial advisors and clients with front office coverage and day-to-day operations. You will prepare client paperwork, coordinate meetings, process requests, and ensure every client interaction is organized and well supported.
The ideal candidate is organized, a proactive problem solver with strong communication skills, able to manage multiple priorities and maintain a client-first approach.
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