Client Service Associate- White Pine Wealth Management

Colonial Group; Portland, Northern (ME, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Parental leave (16 weeks primary, 8 as

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

White Pine Wealth Management in Maine is seeking a detail‑oriented client service associate to onboard new client relationships, collect data, and maintain client records in our CRM.

You will handle account maintenance, money movements, and respond professionally to client inquiries by phone, email, and in person, using Salesforce, DocuSign, Excel, and Pershing.

Qualifications

• 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.
• Preferred: 2+ years of industry experience.
• Preferred: Series 7, 65 licenses – 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.
• Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Pershing)
• Comply with and be well-versed in industry rules and regulations and practice policies

Skills

Data entry

Communication

Client service

Attention to detail

Fast-paced environment

Industry experience

Series 7/65 licenses

Tools

Salesforce

DocuSign

Microsoft Office

Pershing

Job description

Your Future Team

White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.

What You’ll Do

• 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
• Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Pershing)
• Comply with and be well-versed in industry rules and regulations and practice policies

What You’ll Bring

• 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
• Preferred: 2+ years of industry experience
• Preferred: Series 7, 65 license – Insurance license a plus

What We Offer

• 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 $60,000- $70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent‑minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.