Wealth Management Client Services Associate

PowerToFly; Portland (ME); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for growth and career advancement

Job summary

PowerToFly is seeking a Client Service Associate in Portland, Maine, to deliver exceptional service to clients and support Financial Advisors. The ideal candidate should possess strong interpersonal skills, be detail-oriented, and have advanced Microsoft Office skills.

This role includes managing client relationships, executing transactions, and providing administrative support. Candidates with a high school diploma and a willingness to obtain financial certifications are encouraged to apply.

Qualifications

• Experience in client service roles or financial services is a plus.
• Willingness to obtain necessary financial certifications (Series 7, 66, or 63).

Responsibilities

• Provide service coverage for Financial Advisors and support client relationship management.
• Execute money movement transactions as requested.
• Answer questions about client accounts and provide account information.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing

Interpersonal skills

Strong time management

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

PowerToFly is seeking a Client Service Associate in Portland, Maine, to deliver exceptional service to clients and support Financial Advisors. The ideal candidate should possess strong interpersonal skills, be detail-oriented, and have advanced Microsoft Office skills.

This role includes managing client relationships, executing transactions, and providing administrative support. Candidates with a high school diploma and a willingness to obtain financial certifications are encouraged to apply.