Wealth Management Client Experience Associate

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

401k match

HSA contributions

Student loan assistance

Pet insurance

Job summary

White Pine Wealth Management, based in Falmouth, Maine, is seeking a Client Service Associate to deliver a white-glove client experience by working directly with clients and the service team and advisors.

You will manage data collection, complete new account paperwork, perform account maintenance, process transfers, and maintain accurate CRM records; proficiency with Salesforce, DocuSign, Office apps, and Fidelity is preferred.

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.
• Series 7, 66 license required – 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 (Fidelity)
• Comply with and be well-versed in industry rules and regulations and practice policies

Skills

Confident communication

Interpersonal skills

Client service mindset

Attention to detail

Time management

Industry experience

Series 7/66 licenses

Tools

Salesforce

DocuSign

Microsoft Office

Fidelity

Job description

White Pine Wealth Management, based in Falmouth, Maine, is seeking a Client Service Associate to deliver a white-glove client experience by working directly with clients and the service team and advisors.

You will manage data collection, complete new account paperwork, perform account maintenance, process transfers, and maintain accurate CRM records; proficiency with Salesforce, DocuSign, Office apps, and Fidelity is preferred.