Client Services Portfolio Administrator

Skillcloud HCM; Portland (ME); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Generous PTO

Retirement plan with match

Medical, Dental, Vision

HSA

Beautiful downtown Portland, ME – paid

Job summary

HeadInvest in Portland, Maine, is seeking a Portfolio Administrator to join our in-office team. This role supports portfolio managers and our client services group, delivering prompt, courteous service to clients and handling account administration.

The ideal candidate has strong attention to detail, is self-motivated, and has 5+ years in client service within financial services. Salary ranges from $60,000 to $70,000 with generous PTO and benefits.

Qualifications

• Bachelor’s degree or formal education in a financial service-related field or 10+ years of experience in lieu.
• Minimum of five years of proven client service experience in a financial service-related field.
• Working knowledge of MS Office suite products; familiarity with Black Diamond, WealthBox, Adobe; experience with Schwab or Fidelity software is helpful.

Responsibilities

• Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to HeadInvest clients as needed.
• Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
• Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
• Collaborate with the Client Services Team to improve processes and ensure accurate client onboarding and account management.
• Support compliance activities as assigned.

Skills

Attention to detail

Self-motivation

Client service

Education

Bachelor’s degree or equivalent

Tools

MS Office

Black Diamond

WealthBox

Adobe

Schwab/Fidelity software

Job description

HeadInvest in Portland, Maine, is seeking a Portfolio Administrator to join our in-office team. This role supports portfolio managers and our client services group, delivering prompt, courteous service to clients and handling account administration.

The ideal candidate has strong attention to detail, is self-motivated, and has 5+ years in client service within financial services. Salary ranges from $60,000 to $70,000 with generous PTO and benefits.