Wealth Management Client Services Specialist

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

Benefits offered by this job

Medical, dental, vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Job summary

White Pine Wealth Management is seeking a Client Service Associate to deliver a white-glove experience by directly engaging with clients and coordinating with the service team and advisors.

You will onboard new client relationships, process account paperwork, handle money movements, and maintain accurate client records, using Salesforce, DocuSign, and the Fidelity platform, with emphasis on confidentiality and compliance.

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.
• Preferred: Series 7, 66 license; 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

Client communication

Interpersonal skills

Time management

Attention to detail

Data entry accuracy

Organization

Tools

Salesforce

DocuSign

Microsoft Office

Fidelity platform

Job description

White Pine Wealth Management is seeking a Client Service Associate to deliver a white-glove experience by directly engaging with clients and coordinating with the service team and advisors.

You will onboard new client relationships, process account paperwork, handle money movements, and maintain accurate client records, using Salesforce, DocuSign, and the Fidelity platform, with emphasis on confidentiality and compliance.