Senior Registered Client Service Associate

3 days ago


Biddeford, United States TalentWealth Full time

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $200MM AUM based in Biddeford, ME is hiring a Senior Registered Client Service Associate to their growing team.


Our client is seeking a polished and organized professional with some experience in all areas of client and advisor support to join a successful and growing wealth management firm.


Some of the responsibilities would be:

  • Manage all client inquiries and ad hoc requests such as account information, reporting, check request, wire/fund transfers and other account services requests.
  • Work closely with the financial advisors to help them prepare for client meetings and ensuring that they have the most relevant information
  • Complete all tasks related to the opening of new accounts, the transfer of accounts and closed account processing for the advisor's client base
  • Coordinate and process all paperwork as needed for accounts and client relationship
  • Maintain all client information and account records according to our electronic archiving procedure
  • Document all client servicing activities on our portfolio management system according to firm procedures


Requirements

  • Bachelor’s degree preferred
  • Series 7 and 66 licenses required (or the 63 and 65 in lieu of the 66)
  • 3+ years of experience in client service or operations with a financial advisory practice
  • Knowledge of financial services and investments industry
  • Polished and organized
  • Excellent verbal and written communication is required
  • Attention to detail and ability to multitask
  • Strong initiative and work ethic, and an ability to work both within a team and on a self directed basis
  • Ability and willingness to work additional hours if necessary to complete core responsibilities


This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth. The work schedule will include some remote work days each week.



  • Biddeford, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisor practice with over $200MM AUM based in Biddeford, ME is hiring a Senior Registered Client Service Associate to their growing team. Our client is seeking a polished and organized professional with some experience...


  • Biddeford, Maine, United States Facility MaineHealth Full time

    Job SummaryThis is a senior-level position in the SBO Customer Service Team, responsible for leading associates and providing expert-level support to customers. The ideal candidate will have a strong background in healthcare and revenue cycle management, with excellent communication and leadership skills.Key ResponsibilitiesLead and develop a team of...


  • Biddeford, Maine, United States Senior Lifestyle Corporation Full time

    **Job Summary**We are seeking a skilled Licensed Practical Nurse to join our team at Senior Lifestyle Corporation. As a key member of our healthcare team, you will be responsible for providing high-quality nursing care to our residents, ensuring their physical and emotional well-being.**Responsibilities**Administer medications to residents in compliance with...


  • Biddeford, Maine, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RNWe are seeking a skilled Travel Nurse RN to join our team in Biddeford, Maine.Job Summary:This is a 13-week travel nursing assignment with 36 hours per week, 12-hour night shifts. The ideal candidate will have experience in Med Surg / Telemetry and a strong passion for delivering high-quality patient care.Responsibilities:Provide...


  • Biddeford, Maine, United States HealthEcareers - Client Full time

    Job Title: Registered Respiratory TherapistWe are seeking a skilled Registered Respiratory Therapist to join our team at a top-rated healthcare facility in Biddeford, Maine.Job Summary:This 13-week travel assignment offers a unique opportunity to work in a dynamic environment, providing high-quality patient care and collaborating with a talented team of...


  • Biddeford, Maine, United States MaineHealth Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Food Service Associate to join our team at MaineHealth. As a Food Service Associate, you will play a critical role in ensuring the highest quality food service experience for our patients, staff, and visitors.Key ResponsibilitiesAssist in the food processing, handling, and distribution of meal...


  • Biddeford, Maine, United States KOHLS Full time

    About the RoleAs a Seasonal Retail Sales Associate at Kohl's, you will be responsible for delivering exceptional customer service in a fast-paced retail environment. Your primary focus will be on providing a compelling customer experience while maintaining operational efficiency.Key ResponsibilitiesEngage customers by greeting them and offering assistance...

  • Sales Associate

    4 weeks ago


    Biddeford, Maine, United States Sun Tan City Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Sales Associate at Sun Tan City. As a Sales Associate, you will play a key role in providing exceptional customer service, educating clients on our products and services, and driving sales growth.Responsibilities:Provide excellent customer service by ensuring...

  • Travel Nurse RN

    4 weeks ago


    Biddeford, Maine, United States HealthEcareers - Client Full time

    Job Title: Telemetry NurseTriage Staffing is seeking a skilled Telemetry Nurse to join our team of healthcare professionals. As a Telemetry Nurse, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job Requirements:Specialty: TelemetryDiscipline: Registered Nurse (RN)Shift: 12 hours, nightsDuration: 13 weeks36...


  • Biddeford, Maine, United States Kohl's Full time

    Job DescriptionAs a Seasonal Retail Sales Associate at Kohl's, you will be responsible for delivering exceptional customer service in a fast-paced retail environment. Your primary goal will be to provide a compelling customer experience while maintaining operational efficiency.Key ResponsibilitiesEngage customers by greeting them and offering assistance with...


  • Biddeford, Maine, United States Walgreens Full time

    Job Summary: As a Customer Service Associate at Walgreens, you will be responsible for delivering a distinctive and delightful customer experience. Your key responsibilities will include registering sales on assigned cash registers, providing customers with courteous, fair, friendly, and efficient checkout service, and recommending items for sale to...

  • Sales Associate

    4 weeks ago


    Biddeford, Maine, United States Sun Tan City Full time

    About Sun Tan CitySun Tan City is a leading family-owned tanning salon chain with over 250 locations across 20 states. As a valued member of our team, you'll be part of a dynamic and supportive environment where you can grow and develop your skills.Job SummaryWe're seeking a highly motivated and customer-focused individual to join our team as a Sales...


  • Biddeford, Maine, United States Hannaford Supermarkets Full time

    Job Title: Sales Associate CashierHannaford Supermarkets is seeking a Sales Associate Cashier to join our team. As a Sales Associate Cashier, you will be responsible for providing excellent customer service, operating a cash register, and maintaining a clean and organized store environment.Responsibilities:Provide exceptional customer service, responding to...

  • Sales Associate

    4 weeks ago


    Biddeford, Maine, United States Sun Tan City Full time

    About Sun Tan CitySun Tan City is a leading family-owned tanning salon chain with over 250 locations across 20 states. As a valued member of our team, you'll be part of a dynamic and supportive environment where you can grow your skills and advance your career.Job SummaryWe're seeking a highly motivated and customer-focused Sales Associate to join our team....

  • Travel Nurse RN

    4 weeks ago


    Biddeford, Maine, United States HealthEcareers - Client Full time

    Job DetailsHealthEcareers - Client is seeking a skilled Travel Nurse RN for an Emergency Department position in Biddeford, Maine.Job RequirementsSpecialty: ED - Emergency DepartmentDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: Travel*$600 travel bonus *Day 1 health insurance with United Healthcare *PTO plan -- start...


  • Biddeford, United States KOHLS Full time

    About the RoleIn this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency. You will deliver speed of service transactions while creating a compelling customer experience.What You’ll DoEngage customers by greeting them and offering assistance...

  • Sales Associate

    4 weeks ago


    Biddeford, Maine, United States Sun Tan City Full time

    About Sun Tan CitySun Tan City is a leading family-owned tanning salon chain with over 250 locations across 20 states. As a valued member of our team, you'll be part of a dynamic and supportive environment where you can grow your skills and advance your career.Job SummaryWe're seeking a highly motivated and customer-focused Sales Associate to join our team....


  • Biddeford, Maine, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a travel nurse RN for a job in Biddeford, Maine.Job DetailsSpecialty: ED - Emergency DepartmentDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelHealthEcareers - Client offers a competitive pay package and a true family feel. Our team provides around the clock support and works...

  • Registered Nurse

    5 months ago


    Biddeford, United States Spurwink Full time

    32.00-38.00 per hour | Biddeford, ME, USA | Medical | Full Time The Registered Nurse works in conjunction with the multidisciplinary BHH teams to coordinate and provide interventions to improve quality of care and health outcomes for clients, to support integrated care efforts, and ensure program compliance with required health metrics. This position pays...

  • Emergency Room Nurse

    4 weeks ago


    Biddeford, Maine, United States HealthEcareers - Client Full time

    Job Title: Emergency Room NurseWe are seeking a skilled Emergency Room Nurse to join our team at HealthEcareers - Client. As a critical care professional, you will provide high-quality patient care in a fast-paced emergency department setting.About the JobProvide emergency care to patients with a wide range of medical conditions, from minor injuries to...