Client Service Associate- White Pine Wealth Management

Hightower Advisors • Falmouth, ME

22h • Onsite

About The Position

White Pine Wealth Management is a team of 10 professionals servicing over $1B in assets, based in Falmouth, Maine. 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, along with a heart for service. The individual must be ethical, reliable, and capable of handling sensitive financial information with absolute confidentiality. Hightower, founded in 2008, is a wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, family offices, and corporations, operating as a registered investment advisor (RIA) with advisors across the U.S.

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

Nice To Haves

• 2+ years of industry experience
• Series 7, 65 license
• Insurance license a plus
• Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Pershing)

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

• Coverage on the first day of employment for medical, dental, and 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
• Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

What This Job Offers

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