Wealth Management Client Services Associate

HighTower Advisors, LLC; Portland, Northern (ME, KY); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision coverage from

Paid parental leave

401k matching plan

HSA employer contributions

Student loan assistance

Base salary up to $60,000-$70,000 plus

Job summary

Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality.

Responsibilities include onboarding clients, processing account changes, managing transfers, and maintaining CRM data with Salesforce. Strong communication and meticulousness are essential to succeed in a fast-paced wealth

Qualifications

• Experience collecting information, processing forms, and maintaining accurate data.
• Strong communication with clients via phone, email, and in-person.
• Attention to detail and high level of accuracy, with confidentiality.

Responsibilities

• Onboard new client relationships: gather data, process forms, maintain records.
• Handle account maintenance requests: beneficiary changes, address updates, re-titles.
• Process money movements: journals, wires, ACH, checks.
• Assist clients professionally via phone, email, and in person.
• Proficiency with Salesforce, DocuSign, Microsoft Office, and Fidelity.

Skills

Excellent communication

Client service

Interpersonal skills

Time management

Discretion

Ethical conduct

Tools

Salesforce

DocuSign

Microsoft Office

Fidelity

Job description

Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality.

Responsibilities include onboarding clients, processing account changes, managing transfers, and maintaining CRM data with Salesforce. Strong communication and meticulousness are essential to succeed in a fast-paced wealth