About this role
Client Service Associate- White Pine Wealth Management at Hightower. Location: Portland, Maine, United States. Role: onboarding clients, processing transfers, maintaining records Requirements: Provide white-glove client service, onboard clients, process account maintenance and money movements, maintain CRM records; proficiency with Salesforce, DocuSign, Microsoft Office, and Fidelity; preferred 2+ years industry experience and Series 7/66. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, DocuSign, Microsoft Word, Microsoft Excel, OneNote, Fidelity Certifications: series 7, series 66, insurance Commitment: Full Time Workplace: Onsite Languages: English