Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely ... Administrative & Operational Support * Assist with processing and organizing meeting-related ...
Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely ... Administrative & Operational Support * Assist with processing and organizing meeting-related ...
Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely ... Administrative & Operational Support * Assist with processing and organizing meeting-related ...
Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely ... Administrative & Operational Support * Assist with processing and organizing meeting-related ...
Accounting & Advisory Associate
Yarmouth, ME · On-site
$75K - $90K/yr
This role offers hands-on experience across tax, audit, and client accounting work, with direct ... Communicate directly with clients throughout engagements. * Assist with accounting and business ...
Accounting & Advisory Associate
Yarmouth, ME · On-site
$75K - $90K/yr
This role offers hands-on experience across tax, audit, and client accounting work, with direct ... Communicate directly with clients throughout engagements. * Assist with accounting and business ...
Accounting & Advisory Associate
Yarmouth, ME · Hybrid
$75K - $90K/yr
This role offers hands-on experience across tax, audit, and client accounting work, with direct ... Communicate directly with clients throughout engagements. * Assist with accounting and business ...
Accounting & Advisory Associate
Yarmouth, ME · Hybrid
$75K - $90K/yr
This role offers hands-on experience across tax, audit, and client accounting work, with direct ... Communicate directly with clients throughout engagements. * Assist with accounting and business ...
Pharmacy Account Director
South Portland, ME · On-site
$142K - $224K/yr
This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement ... Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ...
Pharmacy Account Director
South Portland, ME · On-site
$142K - $224K/yr
This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement ... Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ...
Client Service Associate-Portland, ME
Portland, ME · On-site
$15 - $20.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Client Service Associate-Portland, ME
Portland, ME · On-site
$15 - $20.75/hr
... virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and ... Prepares letters, forms and reports to assist with servicing existing clients and prospecting for ...
Pharmacy Account Director
South Portland, ME · On-site
$142K - $224K/yr
This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement ... Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ...
Pharmacy Account Director
South Portland, ME · On-site
$142K - $224K/yr
This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement ... Please note that per our policy on hybrid/virtual work, candidates not within a reasonable ...
Virtual Care Veterinarian (Remote)
Bangor, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Virtual Care Veterinarian (Remote)
Bangor, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Virtual Care Veterinarian (Remote)
Ellsworth, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Virtual Care Veterinarian (Remote)
Ellsworth, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Virtual Care Veterinarian (Remote)
Portland, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Virtual Care Veterinarian (Remote)
Portland, ME · Remote
$50 - $80/hr
You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
24/7 Caregiver for Elderly Couple in Cape Elizabeth
Portland, ME · On-site
$20 - $23/hr
POSITION: CNA, PSS, HHA, PCA, DSW, and CAREGIVERS We seek highly compassionate and dedicated ... direct client care in a home care agency setting; or * Evidence of a sympathetic attitude toward ...
Quick apply
24/7 Caregiver for Elderly Couple in Cape Elizabeth
Portland, ME · On-site
$20 - $23/hr
POSITION: CNA, PSS, HHA, PCA, DSW, and CAREGIVERS We seek highly compassionate and dedicated ... direct client care in a home care agency setting; or * Evidence of a sympathetic attitude toward ...
Children's Community Case Manager
Caribou, ME · On-site
$42K - $51K/yr
This full-time role blends direct client support with care coordination, documentation, advocacy ... Maintain productivity expectations and assist with program development initiatives General ...
Children's Community Case Manager
Caribou, ME · On-site
$42K - $51K/yr
This full-time role blends direct client support with care coordination, documentation, advocacy ... Maintain productivity expectations and assist with program development initiatives General ...
Overnight Shifts Caregiving Opportunity
Portland, ME · On-site
$20 - $23/hr
POSITION: CNA, PSS, HHA, PCA and CAREGIVERS We seek highly compassionate and dedicated caregivers ... direct client care in a home care agency setting; or * Evidence of sympathetic attitude toward ...
Quick apply
Overnight Shifts Caregiving Opportunity
Portland, ME · On-site
$20 - $23/hr
POSITION: CNA, PSS, HHA, PCA and CAREGIVERS We seek highly compassionate and dedicated caregivers ... direct client care in a home care agency setting; or * Evidence of sympathetic attitude toward ...
Director of Sales Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers The ... assist with your health & financial security today and in the years ahead. * Access to health ...
Director of Sales Employment Type: Full Time, FLSA Status: Exempt, EEO Category: Sales Workers The ... assist with your health & financial security today and in the years ahead. * Access to health ...
Power Platform Developer 8-11-
Augusta, ME · On-site
$55 - $90/hr
Our direct client has a new opening for a Power Platform developer rec 121394. This position is 9 ... Determine time estimates and schedule for work. * Assist in managing and directing Application Team ...
Quick apply
Power Platform Developer 8-11-
Augusta, ME · On-site
$55 - $90/hr
Our direct client has a new opening for a Power Platform developer rec 121394. This position is 9 ... Determine time estimates and schedule for work. * Assist in managing and directing Application Team ...
Work From Home - Client Services Representative
Lewiston, ME · On-site +1
$16.75 - $22.75/hr
Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Lewiston, ME · On-site +1
$16.75 - $22.75/hr
Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Portland, ME · On-site +1
$16.25 - $22.25/hr
Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Portland, ME · On-site +1
$16.25 - $22.25/hr
Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Portland, ME · On-site +1
$16.25 - $22.25/hr
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Portland, ME · On-site +1
$16.25 - $22.25/hr
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Lewiston, ME · On-site +1
$16.75 - $22.75/hr
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Work From Home - Client Services Representative
Lewiston, ME · On-site +1
$16.75 - $22.75/hr
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Direct Care/PSS/CNA
Bangor, ME · On-site
$14.75 - $18.25/hr
Supporting mobility and ensuring client safety in their home. Please Note: Our care providers do ... (Certified Nursing Assistant) * PSS (Personal Support Specialist) * DSP (Direct Support ...
Direct Care/PSS/CNA
Bangor, ME · On-site
$14.75 - $18.25/hr
Supporting mobility and ensuring client safety in their home. Please Note: Our care providers do ... (Certified Nursing Assistant) * PSS (Personal Support Specialist) * DSP (Direct Support ...
Direct Client Virtual Assistant information
How does a direct client virtual assistant typically manage communication and collaboration with clients who work in different time zones?
What is a direct client virtual assistant?
What are the key skills and qualifications needed to thrive as a direct client virtual assistant?
$55K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 16 days ago
Job description
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.