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Client Service Specialist: Retirement & Financial Transitions

Job in Waterville, Kennebec County, Maine, 04901, USA
Listing for: KENNEBEC VALLEY CHAMBER-CMMRC
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A regional financial services firm in Waterville, Maine, is seeking a Client Service Specialist to assist clients with the administrative aspects of significant financial transitions like retirement. The ideal candidate should have at least two years of experience in a support or administrative role within the financial services sector. Key responsibilities include assisting clients with asset transfers and preparing essential reports.

Strong organizational skills and attention to detail are crucial for success in this role.
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