Client Relationship Specialist in Portland, Maine

Pay: $53-70k per year

Schedule: M-F 8a-4:30p

Assignment Length: Direct-Hire

Do you have a bachelor’s degree in finance, business administration, or related field and 2-3 years of experience in investment, stock brokerage, bank trust, or portfolio management? Are you seeking a challenging role within a dynamic environment that promotes professional development? Manpower is now hiring a Client Relationship Specialist for a client in Portland, Maine. Interested? Apply today!

Perks:

• Competitive salary package

• Employer-contributed 401k plan

• 100% Company-paid health and disability insurance

• Generous paid time off

• Opportunities for professional growth

• Paid covered parking

• Professional office environment with a collaborative work culture

• Potential for flexible work location

Duties:

• Serving as the clients' primary communication point person

• Acting as a liaison between clients and professionals

• Preparing client materials such as financial plans, contracts, and custodial paperwork

• Processing required minimum distributions and consolidating accounts

• Conducting security cost basis work and preparing statistical charts and financial analyses

• Supporting all aspects of the client relationship, including attending, and participating in meetings

Requirements:

• Bachelor’s degree in finance, business administration, or related field

• 2-3 years of experience in investment, stock brokerage, bank trust, or portfolio management

• Strong analytical skills and comfort with numerical detail

• Proficiency in Microsoft Office Suite

• Familiarity with portfolio management software, including Advent, Tamarac, and MoneyGuide Pro preferred

We have made it easy to apply to be a Client Relationship Specialist, Maine. Simply choose one of the options below to contact us.

Apply Now: see below

Call or Text: ‘P CRS to 207.774.8258

Email: portland.me@manpower.com

Not sure if this is the right job for you? No worries. We have many other jobs available that you may be interested in - apply now to start a conversation.

Job ID: 5587484

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ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.