Client Relationship Associate - Wealth Management - $60K-$75K

Take the next step in developing your career by joining one of New England's largest wealth management firms as a Client Relationship Associate (CRA). This hybrid role will be working closing with a Managing Director in the Portland, ME office. The job requires a Bachelor's degree in finance or business administration, 2+ years' experience in investment, bank trust or portfolio management is desired, strong analytical skills, and having worked with portfolio management software preferred. The CRA will serve as the point person in communicating with clients, attorneys, accountants, etc., prepare financial plans, contracts and other client materials, process distribution and financial reports, and support client advisors by participating in client meetings. This firm offers great benefits including a 401K with employer contributions, company-paid parental leave and covered parking! Submit your resume today and don't miss out on building your career with this highly reputable firm!


Job Code: 17419
*Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered!