Client Service Associate

4 weeks ago


Portsmouth, United States Cambridge Trust Company Full time

Assists designated Relationship Managers in daily servicing of client accounts and participates in department activities and projects, as needed. Serves as primary backup to Relationship Managers for all client interactions. Responsibilities: At the Client Service, Relationship Manager, Associate, Service, Operations, Relationship, Retail



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  • Portsmouth, United States Stifel Full time

    Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for...

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    Summary:Assists designated Relationship Managers in daily servicing of client accounts and participates in department activities and projects, as needed. Serves as primary backup to Relationship Managers for all client interactions.Responsibilities:At the direction of the Relationship Managers, assists clients in person, via telephone, and by email with any...


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