Senior Client Service Specialist – Wealth Management

Hightower Advisors; Portland (ME); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Salary up to $100k

Job summary

White Pine Wealth Management in Maine is seeking a client services professional to support onboarding and ongoing client servicing. You will collect data, process new account paperwork, and maintain records in the CRM, ensuring accuracy and compliance.

You will also handle account maintenance, money movements, and client inquiries via phone, email, or in person, using Salesforce, DocuSign, and Fidelity platforms. A Series 7/66 license is required, with an insurance license a plus.

Qualifications

• Experience collecting information, processing forms, and maintaining accurate data.
• Comfort with phone calls and speaking to clients.
• Strong interpersonal and client service skills.
• Excellent attention to detail, accuracy, and organization.
• Willingness to work in a growing, fast-paced practice.
• 2+ years of industry experience preferred.
• Series 7 & 66 licenses required; Insurance license a plus.

Responsibilities

• Onboard new client relationships: collect data, process new account paperwork, and maintain client records in the CRM.
• Perform account maintenance: beneficiary changes, address updates, online access, and account re-titles.
• Process money movements: journals, wires, ACHs, and checks.
• Assist clients professionally via phone, email, and in person.
• Proficient with CRM (Salesforce), DocuSign, Microsoft Office, and Fidelity custodial platform.
• Adhere to industry rules, policies, and compliance requirements.

Skills

Data collection

Communication

Interpersonal skills

Attention to detail

Adaptability

Education

Series 7 & 66 licenses

Tools

Salesforce

DocuSign

Microsoft Office

Fidelity platform

Job description

White Pine Wealth Management in Maine is seeking a client services professional to support onboarding and ongoing client servicing. You will collect data, process new account paperwork, and maintain records in the CRM, ensuring accuracy and compliance.

You will also handle account maintenance, money movements, and client inquiries via phone, email, or in person, using Salesforce, DocuSign, and Fidelity platforms. A Series 7/66 license is required, with an insurance license a plus.