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Skillcloud HCM
Portland, Maine
Source: Skillcloud HCM careers · View original posting
From Skillcloud HCM's posting. “We” and “our” refer to the employer.
HeadInvest
Client Service Associate
Portland, ME
HeadInvest is seeking a Client Service Associate to join their team in downtown Portland, Maine! This is a full-time, in-office position that supports advisors and clients. This role is well suited for someone with strong administrative skills and an interest in building a career in wealth management.
Salary range $55,000-65,000
Responsibilities of the Client Service Associate:: Provide day-to-day administrative and client-service support to advisors and portfolio managers.
Respond to routine client requests involving cash transfers, deposits, withdrawals, gifting, statements, tax documents, and account information.
Prepare account-opening and maintenance paperwork, gather documentation, and follow up on outstanding items.
Work with custodians and financial institutions to process requests and resolve routine service issues.
Maintain accurate client records and assist with new-client onboarding, meeting preparation, reports, and follow-up.
Support IRA distributions, Required
Minimum Distributions, charitable gifts, and other transactions with guidance from experienced team members.
HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.
Skillcloud
HCM Solutions has been engaged to manage this search.
NO PHONE CALLS OR RECRUITERS PLEASE
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
HeadInvest is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
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