Client Service Associate

Job overview

The Client Service Associate role is onsite in Portland, ME; compensation is not specified. The position provides administrative and client-service support to financial advisors and portfolio managers. The associate handles routine client requests and account paperwork, coordinates with custodians and financial institutions, maintains records, and supports onboarding and meeting preparation. This work helps the advisory team process client needs accurately and keep account servicing organized.

What you'll do

• Provide day-to-day administrative and client-service support to advisors and portfolio managers
• respond to routine requests involving transfers, deposits, withdrawals, gifting, statements, tax documents, and account information
• prepare account-opening and maintenance paperwork
• gather documentation and follow up
• work with custodians and financial institutions to process requests and resolve routine issues
• maintain client records
• assist with onboarding, meeting preparation, reports, follow-up, and transactions such as IRA distributions and charitable gifts.

What we're looking for

Skills & competencies

client service associate

springborn staffing

portland me

full-time

client service

financial services

wealth management

account maintenance

client onboarding

ira distributions

administrative support

Work arrangement

• Weekend coverage required

About the employer

Springborn Staffing is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.