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Client Service Associate Jobs in Portland, ME (NOW HIRING)

Gibbs Oil Company L.P.

Customer Service Associate

Topsham, ME · On-site

$14.75 - $20.50/hr

Customer Service Associate Join the team at Gibbs Oil as a Customer Service Associate! As a cashier and customer service associate, you will play a pivotal role in ensuring our customers have an ...

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Showing results 21-40

All JobsClient Service Associate JobsClient Service Associate Jobs in Portland, ME

Client Service Associate information

See Portland, ME salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for client service associate in Portland, ME is $17.53, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.66 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Portland, ME as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $36,471 per year, or $17.5 per hour.

Client Services Coordinator- White Pine Wealth Management

HighTower

Falmouth, ME • On-site

$55K/yr

Other

Medical, Dental, Vision, Retirement

Posted 22 days 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.The Client Service Coordinator serves as the first point of contact for clients, visitors, and business partners and plays a critical role in delivering an impactful client experience. This position is responsible for managing incoming communications, coordinating advisor schedules, facilitating client review meetings, preparing meeting materials, and providing administrative support to Advisors and Client Service Associates.The Client Service Coordinator serves as a key operational resource, helping ensure efficient office workflows, seamless client interactions, and effective support for the advisory and client service teams.
What You'll Do
This position is ideal for an individual who enjoys working with people, possesses organizational skills, and thrives in a collaborative, client-centered financial services environment.
Client Experience & Reception
  • Serve as the primary point of contact for clients, visitors, and business partners, creating a welcoming and professional office environment.
  • Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely manner.
Calendar & Meeting Coordination
  • Manage advisor calendars and coordinate client review meetings using Schedule Once, Outlook, Salesforce, and other firm-approved scheduling tools.
  • Schedule, confirm, and track client appointments while ensuring accuracy and advisor availability.
Administrative & Operational Support
  • Assist with processing and organizing meeting-related documentation and administrative paperwork.
  • Support Advisors and Client Service Associates with day-to-day administrative tasks and special projects.
  • Maintain and update client records within firm systems, ensuring data accuracy and completeness.
  • Coordinate social media calendar with Office Manager, Marketing team.
Communication & Team Collaboration
  • Facilitate effective communication between clients, advisors, and internal support teams.
  • Collaborate with team members to improve operational efficiency and client service processes.
  • Assist in managing workflow priorities to support business objectives and service standards.
Compliance & Record Management
  • Maintain strict confidentiality of client information and firm records.
  • Adhere to all firm policies, procedures, and regulatory requirements related to client communications, recordkeeping, and data security.
  • Ensure client information and documentation are maintained accurately within firm systems.
What You'll Bring
  • High school diploma or equivalent; associate or bachelor's degree preferred.
  • 2+ years of administrative, client service, reception, or office coordination experience.
  • Organizational, time management, and multitasking skills.
  • Excellent verbal and written communication skills.
  • Proficiency with Microsoft 365, Outlook, Teams, and Zoom
  • Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
  • Experience in financial services, wealth management, banking, insurance, or professional services environment.
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 $55,000 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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