Client Service Associate

Starboard Advisors; Portland (ME); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

CFP Certification support

3 weeks paid vacation

Mentorship from experienced advisors

Growth opportunities

Job summary

Starboard Advisors, a Portland, Maine-based SEC-registered RIA, seeks a Full-Time Client Service Associate with potential to develop into a Financial Planner. You will support custodial operations, client reporting, and planning software, while interacting with client families across North America.

The role emphasizes service, organization, and collaboration in a small team. Training is provided; CFP pathway support is offered as part of career growth.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field preferred.
• Strong command of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Exceptional attention to detail and organizational skills.
• Outstanding written and verbal communication skills.
• Genuine service orientation — energized by helping others.

Responsibilities

• Administrative Support: Ordering and maintaining office supplies; Coordinate and maintain marketing materials and communications.
• Client Relations & Back Office Operations: Execute and manage custodial operations across Fidelity and Schwab platforms; Process account openings, transfers, distributions, and maintenance; Reconcile portfolios and ensure data accuracy; Prepare client reporting packages and performance summaries; Coordinate with clients, attorneys, accountants, and other advisors; Prepare meeting agendas, presentations and follow-up items; Support development of proposals and client-facing materials.
• Develop proficiency in core platforms: Tamarac, Salesforce, eMoney, RedBlack; Support financial planning in eMoney; Explore AI-enabled workflows to improve efficiency and client experience; Maintain CRM data integrity and client records in Salesforce.

Skills

MS Office

Attention to detail

Communication skills

Service orientation

Fast-paced environment

Education

Bachelor's degree in finance, economics, business, or related field

Tools

Tamarac

Salesforce

eMoney

RedBlack

Fidelity/Schwab platforms

Job description

ABOUT STARBOARD ADVISORS

Starboard Advisors is a division of a SEC-registered, independent Registered Investment Advisor (RIA) and headquartered in Portland, Maine. We serve a select group of high-networth families across North America, functioning as a dedicated family office with a single point of accountability for every dimension of their financial lives investment management, financial planning, estate and trust strategy, and multi-generational wealth governance. We are a small, high-performing team that operates with a fiduciary-first mindset. We hold ourselves to the highest standard of objectivity, transparency, and care. Every client relationship we build is long-term, value-driven, and deeply personal.

If you share those values, this role was built for you.

THE OPPORTUNITY

We are seeking a professional to join our team as a Full-Time Client Service Associate, with the potential to develop into a Financial Planner position. You will work across all functions of the firm and develop genuine relationships with client families.

The ideal candidate is ambitious, service-oriented, and excited by the idea of wearing many

hats in a small, collaborative environment. You must be organized, thoughtful, and genuinely

motivated by helping people. Training will be provided as needed across the board.

CORE RESPONSIBILITIES

Administrative Support

• Ordering and maintaining office supplies
• Coordinate and Maintain marketing materials and communications

Client Relations & Back Office Operations

• Execute and manage custodial operations across Fidelity and Schwab platforms
• Process: account openings; monetary transfers & distributions; account maintenance requests
• Reconcile portfolios and ensure accuracy of client account data
• Prepare client reporting packages and performance summaries
• Coordinate with clients, attorneys, accountants, and other advisors
• Prepare meeting agendas, presentation materials, and follow-up action items
• Support the development of proposals and client-facing materials
• Develop proficiency in core platform suites: Tamarac (portfolio management & reporting), Salesforce (CRM), eMoney (financial planning), and RedBlack (trading)
• Support financial planning preparation and updates in eMoney
• Explore and develop AI-enabled workflows across operations, planning, and communications to improve firm efficiency and client experience
• Maintain CRM data integrity and client records in Salesforce

QUALIFICATIONS

Required

• Bachelor's degree (finance, economics, business, or related field preferred)
• Strong command of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Exceptional attention to detail and organizational skills
• Outstanding written and verbal communication skills
• Genuine service orientation — you are energized by helping others
• Comfort in a fast-paced, small-team environment with evolving responsibilities

Preferred

• Prior internship or experience in financial services, wealth management, or RIA operations
• Familiarity with Fidelity, Schwab, or other custodial platforms
• Exposure to financial planning or CRM software
• Demonstrated interest in personal finance, investing, or financial planning
• Early experience with or curiosity about AI tools and workflow automation

COMPENSATION & BENEFITS

• Business development incentive: performance-based compensation for client

relationships you source and convert

• CFP® Certification support: Starboard will subsidize examination fees, study

materials, and education requirements to support your path to CFP® designation

• 3 weeks paid vacation
• Mentorship from experienced advisors with deep industry tenure
• Opportunity to grow within a firm where your contributions are visible and valued

SCHEDULE & EXPECTATION

• Minimal travel required for client meetings and business development

WHO THRIVES HERE

• A service heart — you find meaning in making someone's life easier and their

financial future more secure

• A fiduciary mindset — you understand that clients' interests always come first,

without exception

• Intellectual curiosity — you want to understand the “why” behind every

recommendation

• Ambition with humility — you want to grow quickly but are willing to do the

foundational work

• A forward-thinking perspective on technology — you see AI not as a threat, but as

a tool to serve clients better

This is a small team. You will be known, relied upon, and given real responsibility from

day one. There is no hiding, and there is no ceiling.