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Client Portfolio Administrator Jobs (NOW HIRING)

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator ... The ideal candidate is a client-driven professional with industry experience that values a team ...

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator ,to ... This is a full-time, in-office position that plays an essential role in providing direct client ...

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator ... The ideal candidate is a client-driven professional with industry experience that values a team ...

Skillcloud HCM

Portfolio Administrator

Portland, ME · On-site

$60K - $70K/yr

HeadInvest Portfolio Administrator Portland, ME HeadInvest is seeking a Portfolio Administrator ... The ideal candidate is a client-driven professional with industry experience that values a team ...

Potomac Bank

Portfolio Administrator

Ashburn, VA · On-site

Portfolio Administrator The Portfolio Administrator is responsible for supporting a portfolio of ... Client Service * Ability to meet the public well and to deal effectively with their questions or ...

Logan Capital Management, Inc.

Be Seen First

Portfolio Administrator

Newtown Square, PA · On-site

$50K - $80K/yr

... of client data, trading information, portfolio accounting, and reporting. Responsibilities ... Salesforce Administrator Certification a plus PHYSICAL DEMANDS: The physical demands described here ...

PNC Bank

Portfolio Administrator

Cleveland, OH · On-site

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland ... client issues and concerns. PNC Employees take pride in our reputation and to continue building ...

PNC Bank

Portfolio Administrator

Tower, MN · On-site

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland ... client issues and concerns. PNC Employees take pride in our reputation and to continue building ...

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PNC

Portfolio Administrator

Cleveland, OH

$52K - $87K/yr

As a Portfolio Administrator within PNC's Private Bank organization, you will be based in Cleveland ... client issues and concerns. PNC Employees take pride in our reputation and to continue building ...

New

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Client Portfolio Administrator information

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How much do client portfolio administrator jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client portfolio administrator in the United States is $27.26, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $30.77 per hour, depending on experience, location, and employer.

What is the difference between Client Portfolio Administrator vs Client Relationship Manager?

AspectClient Portfolio AdministratorClient Relationship Manager
Primary FocusManaging client accounts, data, and administrative tasksBuilding and maintaining client relationships, sales, and account growth
Required SkillsAdministrative skills, attention to detail, industry knowledgeCommunication, sales, interpersonal skills
Work EnvironmentBack-office, support teams, financial institutionsClient-facing, sales teams, financial services

While both roles involve client interaction, the Client Portfolio Administrator primarily handles account administration and data management, whereas the Client Relationship Manager focuses on client engagement, relationship building, and business development. The roles often complement each other within financial or service industries, but their core responsibilities differ significantly.

How much do client portfolio administrators make?

In general, client portfolio administrators in major markets earn an average salary ranging from $60,000 to $85,000 annually, depending on experience, certifications, and the size of the firm. Salaries can be higher with specialized skills in financial software and regulatory knowledge, and may include bonuses or benefits. Entry-level positions typically start around $50,000, while experienced administrators can earn over $100,000.

What does a client portfolio administrator do?

A client portfolio administrator manages and maintains client accounts within a company's portfolio, ensuring accurate record-keeping, processing transactions, and providing support for client inquiries. They often use customer relationship management (CRM) tools and require strong organizational and communication skills. Their role helps ensure client satisfaction and compliance with company policies.

What cities are hiring for Client Portfolio Administrator jobs?

Cities with the most Client Portfolio Administrator job openings:

What states have the most Client Portfolio Administrator jobs?

States with the most job openings for Client Portfolio Administrator jobs include:

What are popular job titles related to Client Portfolio Administrator jobs?

For Client Portfolio Administrator jobs, the most frequently searched job titles are:

Infographic showing various Client Portfolio Administrator job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $56,709 per year, or $27.3 per hour.

Portfolio Administrator

Portland, ME • On-site

Skillcloud HCM
See more jobs at Skillcloud HCMexternal

$60K - $70K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

HeadInvest
Portfolio Administrator
Portland, ME
HeadInvest is seeking a Portfolio Administrator, to join their team in downtown Portland, Maine! This is a full-time, in-office position that plays an essential role in providing direct client services and works closely with portfolio managers and the client services team. The ideal candidate is a client-driven professional with industry experience that values a team approach and collaborative style and will ensure that HeadInvest' s clients receive prompt, courteous and professional service.
Requirements of the Licensed Portfolio Administrator:
  • Bachelor's degree, or other formal education, or minimum of 10 years of experience in lieu, in a financial service-related field.
  • A minimum of five years of proven successful client service experience in a financial service-related field.
  • Working knowledge of MS Office suite products, Black Diamond, WealthBox, Adobe and other applicable software required. Experience with Schwab or Fidelity software helpful.
  • Self-directed/intrinsic motivation; ability to work well independently with minimal to moderate supervision.
  • Demonstrated accuracy and strong attention to detail.
Benefits of the Job:
  • Generous PTO
  • Retirement plan with match
  • Medical, Dental, Vision
  • HSA
  • Beautiful downtown Portland, ME location with paid garage parking
  • Salary range $60,000 - $70,000

Responsibilities of the Licensed Portfolio Administrator:
  • Partner with Portfolio/Relationship Managers to serve assigned clients and provide support to other HeadInvest clients as needed.
  • Manage client account administration, including transfers, cash needs, gifting, tax documents, statements, and required distributions.
  • Open and close client accounts by completing paperwork, gathering documentation, and coordinating with custodians.
  • Collaborate with the Client Services Team to improve processes and ensure accurate client onboarding and account management.
  • Support compliance activities as assigned.

HeadInvest is a registered fiduciary investment advisory firm with more than 30 years of experience helping individuals, families, and institutions build, manage, and preserve their financial resources.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
HeadInvest is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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