Client Services Portfolio Administrator

KMA Human Resources Consulting; Portland (ME); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

PTO

Retirement plan with match

HSA

Parking in downtown Portland

Job summary

HeadInvest is seeking a Portfolio Administrator to join the downtown Portland, Maine team. This full-time, in-office role provides direct client services and works closely with portfolio managers and the client services team to ensure prompt, courteous, and professional service.

The ideal candidate has a client-driven mindset, industry experience, and a collaborative approach to support HeadInvest’s clients and fiduciary duties.

Qualifications

• Bachelor’s degree or equivalent; 10 years experience in lieu acceptable.
• 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; Schwab or Fidelity software helpful.

Responsibilities

• Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other 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 Client Services Team to improve processes and ensure accurate client onboarding and account management.
• Support compliance activities as assigned.

Skills

Client service experience

Independent work

Education

Bachelor’s degree

10+ years experience in lieu

Tools

MS Office

Black Diamond

WealthBox

Adobe

Schwab/Fidelity software

Job description

HeadInvest is seeking a Portfolio Administrator to join the downtown Portland, Maine team. This full-time, in-office role provides direct client services and works closely with portfolio managers and the client services team to ensure prompt, courteous, and professional service.

The ideal candidate has a client-driven mindset, industry experience, and a collaborative approach to support HeadInvest’s clients and fiduciary duties.