Client Service Associate- White Pine Wealth Management

Hightower • Portland, ME

3d • $0 - $100,000 • Onsite

About The Position

The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. This role requires strong communication, interpersonal, and time-management skills, and a heart for service. The associate must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.

Requirements

• Experience collecting information, processing forms, and maintaining accurate data
• Confidence in handling phone calls and speaking to clients
• Interpersonal and client service skills
• Strong attention to detail, accuracy, and organization
• Eagerness to work in a growing practice and fast-paced environment
• Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
• You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• 2+ years of industry experience
• Series 7, 66 license – Insurance license a plus

Responsibilities

• Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
• Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
• Process money movements: journals, wire transfers, ACH transfers, and check requests
• Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
• Comply with and be well-versed in industry rules and regulations and practice policies

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed