Client Relationship Specialist

Industry

Admin and Secretarial

Advert ID

BBBH5569634

Location

Portland

Job Type

Permanent

Hours

Full-Time

Salary Range

Based on Experience

No. of Openings

1

Branch Information

Portland, ME - (USA) 70 Center St ME Portland , ME 04101 Phone : 207-774-8258

ContactNumber

207-774-8258

Job Description

Client Relationship Specialist in Portland, Maine

Pay: $53-70k per year
Schedule: M-F 8a-4:30p
Assignment Length: Direct-Hire

Do you have a bachelor’s degree in finance, business administration, or related field and 2-3 years of experience in investment, stock brokerage, bank trust, or portfolio management? Are you seeking a challenging role within a dynamic environment that promotes professional development? Manpower is now hiring a Client Relationship Specialist for a client in Portland, Maine. Interested? Apply today!

Perks:

• Competitive salary package
• Employer-contributed 401k plan
• 100% Company-paid health and disability insurance
• Generous paid time off
• Opportunities for professional growth
• Paid covered parking
• Professional office environment with a collaborative work culture
• Potential for flexible work location

Duties:

• Serving as the clients' primary communication point person
• Acting as a liaison between clients and professionals
• Preparing client materials such as financial plans, contracts, and custodial paperwork
• Processing required minimum distributions and consolidating accounts
• Conducting security cost basis work and preparing statistical charts and financial analyses
• Supporting all aspects of the client relationship, including attending, and participating in meetings

Requirements:

• Bachelor’s degree in finance, business administration, or related field
• 2-3 years of experience in investment, stock brokerage, bank trust, or portfolio management
• Strong analytical skills and comfort with numerical detail
• Proficiency in Microsoft Office Suite
• Familiarity with portfolio management software, including Advent, Tamarac, and MoneyGuide Pro preferred

We have made it easy to apply to be a Client Relationship Specialist, Maine. Simply choose one of the options below to contact us.

Apply Now: see below
Call or Text: ‘P CRS to 207.774.8258
Email: [email protected]

Not sure if this is the right job for you? No worries. We have many other jobs available that you may be interested in - apply now to start a conversation.

Job ID: 5569634
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