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Associate Financial Services Jobs in Berwick, ME

... associates, and communities thrive. Through our partnership with Raymond James Financial Services ... our Financial Advisors have access to a respected wealth management platform, sophisticated ...

Service Associates are skilled in the duties of both a Customer Service Representative (sales on ... retail, financial services or hospitality environment preferred. * Some banking experience is ...

Service Associates are skilled in the duties of both a Customer Service Representative (sales on ... retail, financial services or hospitality environment preferred. * Some banking experience is ...

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Customer Success Associate - Paymode-XLocation Hybrid/Remote (This role is predominantly remote but ... financial services industry. As a growing global market leader, we help banks and businesses ...

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Associate Financial Services information

See Berwick, ME salary details

$13

$31

$67

How much do associate financial services jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for associate financial services in Berwick, ME is $31.98, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What cities near Berwick, ME are hiring for Associate Financial Services jobs?

Cities near Berwick, ME with the most Associate Financial Services job openings:

Infographic showing various Associate Financial Services job openings in Berwick, ME as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $66,516 per year, or $32 per hour.

Student Financial Services Specialist

University of New England Career Opportunities

Biddeford, ME • On-site

$20.82 - $21.25/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 21 hours ago


Job description

Position Information
Position Type Professional Staff Faculty Track Position Title Student Financial Services Specialist Employment Status Full Time Months 12 Campus Biddeford, ME Description
The Student Financial Services Specialist provides a variety of technical and administrative assistance to the Director of Financial Aid in the allocation and administration of student financial aid.
About The University of New England
UNE is Maine's largest private university, with two beautiful coastal campuses in Maine, a one-of-a-kind study-abroad campus in Tangier, Morocco, and an array of flexible online offerings. In an uncommonly welcoming and supportive community, we offer hands-on learning, empowering students to positively impact a world full of challenges. We are the state's top provider of health professionals and home to Maine's only medical and dental colleges, a variety of other interprofessionally aligned health care programs, and nationally recognized programs in the marine sciences, the natural and social sciences, business, the humanities, and the arts.
Benefits Overview
  • Multiple health and dental plan options, plus vision coverage.
  • Up to 8% retirement plan match.
  • Generous leave time, including vacation, sick, and personal time, and 12+ holidays per year.
  • Educational benefits:
    • UNE tuition waiver for employees, spouses, and domestic partners
    • UNE tuition waiver for dependents of employees with 1 year of full-time service
      • 50% tuition reduction if less than 1 year of full-time service
For more information about our outstanding benefits, please visit: UNE Benefits Overview
Responsibilities
  • Inform and advise students and parents, both in person and on the phone, regarding:
    • available aid programs;
    • eligibility criteria;
    • application and award processes;
    • debt history;
    • loan obligations, etc.
  • Assist in completing and processing applications.
  • Compile all required forms and other documentation needed to accompany applications prior to Director's review and award decision.
  • Prepare loan applications for electronic or manual processing.
  • Prepare notices of student separations for lending institutions.
  • Perform various liaison functions with lending agencies in investigating loan application problems, tracking application status, and so forth.
  • Maintain a variety of general and specialized financial aid files and other manual records.
  • Perform a variety of data entry and information retrieval tasks using computerized financial aid information systems.
  • Compile information from computerized and manual records for various internal and external reports on financial aid activities and programs.
  • Confer regularly with supervisor, financial aid staff, business office staff, and various other University personnel to coordinate activities, exchange information, investigate and resolve problems, and so forth.
  • Assist the Director with special projects and other regular financial aid functions as assigned.
  • Maintain a good working knowledge of relevant federal regulations, laws and standards pertaining to student financial aid.
  • Perform other related duties as necessary.
Qualifications
Associate's Degree plus two years of relevant experience, or a combination of education and experience from which comparable knowledge and skills have been acquired.
  • Good typing, filing and other general office skills.
  • Good reading, writing and math skills.
  • Good administrative skills.
  • Basic advising skills.
  • Some relevant experience in maintaining a moderately complex manual and computerized information system.
  • Ability to understand and explain to others technical regulations governing student financial assistance programs.
  • Ability to deal effectively with students, parents and other University personnel, frequently regarding sensitive and confidential financial matters.
EEO Statement Summary
Consistent with federal and state law and University policy, the University of New England is committed to the fundamental concept of equal opportunity for all of the members of the University community. The University prohibits, and will not tolerate, discrimination in employment, the provision of academic services or in any other area of University life based on race, color, sex, physical or mental disability, religion, age, ancestry, national origin, sexual orientation, gender identity and/or expression, ethnicity, genetic information, HIV status, or status as a veteran. Prohibited bias factors should not motivate decisions regarding students, employees, applicants for admission, applicants for employment, contractors, volunteers or participants in and/or users of institutional programs, services, and activities.
Vaccination Statement (PLEASE NOTE)
Employees in clinical settings must meet the State of Maine's immunization requirements for clinical activity.
Additional Note
This position is not eligible for H-1B visa sponsorship.
Anticipated Pay Range $20.82 - $21.25
Posting Detail Information
Posting Number 2022PS0882P Open Date 08/04/2026 Close Date Open Until Filled Yes