Wealth Client Service Associate - Onboard & Support

Hightower Advisors; Portland (ME); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision insurance on 1

Parental leave

401k match

HSA contributions

Student loan assistance

Pet insurance

Job summary

White Pine Wealth Management, based in Falmouth, Maine, seeks a Client Service Associate to deliver a white-glove client experience. You will onboard new relationships, process paperwork, and coordinate with advisors while handling sensitive financial information with confidentiality.

The role requires strong communication, data accuracy, and organizational skills, plus the ability to work in a growing practice. 2+ years and relevant licenses are preferred.

Qualifications

• Experience collecting information, processing forms, and maintaining accurate data.
• Confidence speaking with clients on calls.
• Interpersonal and client service skills.
• Excellent attention to detail, accuracy, and organization.
• Eagerness to work in a growing, fast-paced practice.
• Preferred: 2+ years of industry experience.
• Preferred: Series 7, 65 licenses; Insurance license a plus.

Responsibilities

• Onboard new client relationships: collect data, process account paperwork, maintain records in CRM.
• Perform account maintenance: beneficiary changes, address updates, online access, re-titles.
• Process money movements: journals, wires, ACH, check requests.
• Assist clients via phone, email, and in-person interactions.
• Proficiency with CRM (Salesforce), DocuSign, MS Office, Pershing.
• Comply with industry rules and firm policies.

Skills

Data collection

Phone communication

Interpersonal skills

Attention to detail

Adaptability

Industry experience

Licenses a plus

Tools

Salesforce

DocuSign

Microsoft Office

Pershing

Job description

White Pine Wealth Management, based in Falmouth, Maine, seeks a Client Service Associate to deliver a white-glove client experience. You will onboard new relationships, process paperwork, and coordinate with advisors while handling sensitive financial information with confidentiality.

The role requires strong communication, data accuracy, and organizational skills, plus the ability to work in a growing practice. 2+ years and relevant licenses are preferred.