Client Relationship Associate
One of New England’s premier wealth management firms is currently seeking a Client Relationship Associate to join its Portland, Maine office. This position offers an excellent opportunity to become a key member of the team, serving as a point of contact for client communications. The Associate will support the Client Advisor in all facets of client relationship management, including conducting financial analysis, preparing client materials such as contracts and financial plans, and ensuring a seamless and professional client experience.
The ideal candidate will hold a Bachelor’s degree in Finance or Business Administration and have at least two years of relevant experience in investment management, stock brokerage, or portfolio management. Strong analytical abilities, excellent interpersonal skills, and proficiency with Microsoft Office and portfolio management software are essential.
This position offers a competitive salary of up to $70,000, plus bonus potential, along with a comprehensive benefits package. Benefits include a 100% employer-paid health insurance plan, a matching 401(k), paid parking, and a hybrid work environment. If you are looking to take the next step in your career with one of the region’s top firms, we encourage you to apply.
To apply for this job email your details to resume@kennison.com