Client Relationship Associate – Portland, ME – $55K-$65K
Join one of New England’s largest wealth management firms as a Client Relationship Associate in Portland, ME (hybrid role). As the client point person, you’ll prepare financial plans, participate in meetings, process distributions, consolidate accounts, and analyze financials. Candidates should have a Bachelor’s in finance or business, 2+ years in investments or portfolio management, strong analytical skills, and a collaborative mindset. This role offers career growth, a 401(k) with company match, education reimbursement, paid parking, and more!
Job Code: 18507
To apply for this job email your details to ttruesdale@kennison.com