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

United Insurance

Risk Services Associate

Portland, ME · On-site

$40K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

$40K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

NVA

Client Services Representative

Portland, ME · On-site

$16.50 - $22.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Managing client communications through email * Scheduling appointments * Processing payments ... In person National Veterinary Associates is a leading global pet care organization united in the ...

NVA

Client Services Representative

Portland, ME · On-site

$16.25 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Managing client communications through email * Scheduling appointments * Processing payments ... In person National Veterinary Associates is a leading global pet care organization united in the ...

Morgan Stanley

Client Service Associate

Portland, ME · On-site

$16/hr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Portland, ME · On-site

$14.75 - $20.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Portland, ME · On-site

$14.75 - $20.50/hr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Portland, ME · On-site

$43.27/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Morgan Stanley

Client Service Associate

Portland, ME · On-site

$16/hr

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...

Sysco

Driver Check in Associate

Long Island, ME · On-site

$20.82 - $31.20/hr

Identify missed collections and notify Credit Services. * Ensure food safety protocols were ... Speak effectively before groups of customers or associates of an organization. * Must have ...

RBC

Client Associate/Registered Client Associate

Portland, ME · On-site

$38K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and ... Such responsibilities may include servicing clients, researching problems, processing account forms ...

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Showing results 21-40

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

Client Services Associate information

See Portland, ME salary details

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How much do client services associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client services associate in Portland, ME is $22.92, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $25.58 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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

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

What are popular job titles related to Client Services Associate jobs in Portland, ME?

For Client Services Associate jobs in Portland, ME, the most frequently searched job titles are:

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

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

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Portland, ME as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,675 per year, or $22.9 per hour.

Risk Services Associate

United Insurance

Portland, ME • On-site

$40K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

Description:

The Risk Services Associate works to support Account Manager(s) by delivering excellent customer service, processes transactions according to agency defined workflows, cancel/reinstatement reports, and builds strong relationships with team members, carriers, clients, and our community.



Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following:

  • Establish and maintain a positive team-oriented relationship with colleagues.
  • Adhere to company policies and procedures for workflow and documentation.
  • Respond to daily telephone calls and requests for: ID cards, cancellations, payments and reinstatements.
  • Review and process mail using procedures in place for support. Check incoming faxes and distribute as needed.
  • Act as a gatekeeper of information by escalating requests to Account Managers when necessary. Responding to client or carrier needs, as directed by Account Managers while providing excellent service.
  • Support our Agency objective to deliver excellent customer service by processing transactions according to our agency defined workflows, such as policy retrieval, renewals, endorsements, policy changes, loss run requests, and other similar transactions.
  • Assist Account Managers in their efforts to document client and carrier interactions by attaching files to EPIC along with updating activities/notes according to our agency defined workflows.
  • Assist Account Managers in their sales efforts by preparing summaries and proposals.
  • Contribute to the enhancement of workflow documentation and process improvement.
  • Develop expertise in the EPIC agency management system.
  • Proficient in utilizing desktop applications such as MS Office (Excel, Word, Exchange).
  • Expand knowledge of insurance coverages and grow both personally and professionally.
  • Communicate quotes to account managers regarding costs, consequences, and obligations.
  • Provide excellent service to our customers, carriers, and team members.
  • Obtain Property and Casualty State of Maine Insurance License.
  • Complete United Insurance’s Onboarding and Training program/checklist with trainer sign off.
  • Meet or exceed expectations of job responsibilities.
  • Performing other duties as assigned.


Requirements:
  • Prior experience in related field preferred, but not required.
  • High School diploma/equivalent required.
  • Obtain state P&C licensing within 90 days of employment.
  • Ability to multitask, organized, and time management skills.
  • Self-motivated
  • Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
  • Excellent oral and written communication skills
  • Excellent customer relationship skills
  • Positive, friendly, and professional attitude


Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or listen. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand, walk, sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.


Compensation: $40,000 – $65,000 annually.

The anticipated starting salary for this position is based on several factors, including the candidate's experience, skills, education, certifications, location, and internal equity. United Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, profit sharing potential, and more.