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Client Service Professional Jobs in Maine (NOW HIRING)

Robert W Baird & Co

Senior Client Specialist

Portland, ME · On-site

$28.31 - $38/hr

... client service and strategic partnership to one or more Financial Advisors. This role goes beyond ... Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and ...

Baird

Senior Client Specialist

Portland, ME · On-site

$28.31 - $38/hr

... client service and strategic partnership to one or more Financial Advisors. This role goes beyond ... Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and ...

NVA

Client Services Representative

Portland, ME · On-site

$16.25 - $22.25/hr

Come join a compassionate and progressive group of exceptional veterinary professionals, in our ... service, we'd be excited to have you help define the Back Cove Animal Hospital experience! Our ...

Robert Half

Portfolio Administrator

Portland, ME · On-site

$65K - $75K/yr

... Client Services professionals. What you'll be doing: * Manage day-to-day administrative needs for high-net-worth and institutional client accounts * Support account openings, closings, transfers ...

H&R Block

Multi-Office Leader

Windham, ME · On-site

You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...

H&R Block

Multi-Office Leader

Rockland, ME · On-site

You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...

H&R Block

Multi-Office Leader

Auburn, ME · On-site

You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...

H&R Block

Multi-Office Leader

Dover Foxcroft, ME · On-site

You'll lead and develop Tax Professionals and Client Service Professionals, coaching teams to anticipate client needs, deliver expert guidance, and create a welcoming, confident experience in every ...

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How much do client service professional jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client service professional in Maine is $16.45, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $17.69 per hour, depending on experience, location, and employer.

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

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the most commonly searched types of Client Service jobs in Maine?

The most popular types of Client Service jobs in Maine are:

What cities in Maine are hiring for Client Service Professional jobs?

Cities in Maine with the most Client Service Professional job openings:

Client Service Professional jobs near you

Senior Client Specialist

Robert W Baird & Co

Portland, ME • On-site

$28.31 - $38/hr

Full-time

Re-posted 2 days ago

Job description

About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.

  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.

  • May schedule client appointments and/or conference room for appointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies .

  • May manage FA and Team's social media presence (website, LinkedIn, X etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.

  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 5+ years of prior industry work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills.

  • Detail oriented with an emphasis on accuracy.

  • Critical thinking and proactive problem solving skills.

  • Good analytical skills with ability to perform semi-advanced math.

  • Understanding of compliance regulations including the client complaint process and correspondence policies.

  • Bachelor's degree preferred, not required.

Compensation and Benefits:
  • $28.31-$38.00 hourly rate.
  • Bonus potential up to 10.5% of base pay
  • Compensation and bonus are commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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