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Client Associate Jobs in Portland, ME (NOW HIRING)

Relentless

Client Representative

New Gloucester, ME · On-site

Client Representative As a Client Representative, you are the first line of contact between our clients and their target market. In this role, you'll create and enhance brand loyalty between assigned ...

United Insurance

Risk Services Associate

Portland, ME · On-site

$40K - $65K/yr

Description: The Risk Services Associate works to support Account Manager(s) by delivering ... Responding to client or carrier needs, as directed by Account Managers while providing excellent ...

United Insurance

Risk Services Associate

Portland, ME · On-site

$40K - $65K/yr

The Risk Services Associate works to support Account Manager(s) by delivering excellent customer ... Responding to client or carrier needs, as directed by Account Managers while providing excellent ...

United Insurance

Risk Services Associate

Portland, ME

$40K - $65K/yr

Description The Risk Services Associate works to support Account Manager(s) by delivering excellent ... Responding to client or carrier needs, as directed by Account Managers while providing excellent ...

Skillcloud HCM

Accounting & Advisory Associate

Yarmouth, ME · On-site

$75K - $90K/yr

Smith & Associates, CPAs/Accounting & Advisory Associate/Yarmouth Maine Smith & Associates, CPAs is ... This role offers hands-on experience across tax, audit, and client accounting work, with direct ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Portland, ME

Client Associate information

See Portland, ME salary details

$18.7K

$51.6K

$76.4K

How much do client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client associate in Portland, ME is $51,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,800.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Portland, ME?

The most popular types of Client jobs in Portland, ME are:

What job categories do people searching Client Associate jobs in Portland, ME look for?

The top searched job categories for Client Associate jobs in Portland, ME are:

What cities near Portland, ME are hiring for Client Associate jobs?

Cities near Portland, ME with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Portland, ME as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $52,158 per year, or $25.1 per hour.

Client Service Associate- White Pine Wealth Management

Hightower

Portland, ME • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 hours ago

Job description

Your Future Team
White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.
What You'll Do
The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.
  • Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
  • Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
  • Process money movements: journals, wire transfers, ACH transfers, and check requests
  • Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
  • Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
  • Comply with and be well-versed in industry rules and regulations and practice policies

What You'll Bring
  • Experience collecting information, processing forms, and maintaining accurate data
  • Confidence in handling phone calls and speaking to clients
  • Interpersonal and client service skills
  • Strong attention to detail, accuracy, and organization
  • Eagerness to work in a growing practice and fast-paced environment
  • Preferred: 2+ years of industry experience
  • Preferred: Series 7, 66 license - Insurance license a plus

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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