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client services associate

COMPANY OVERVIEW:

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.


Position OVERVIEW:

The Client Support Associate is a key contributor and resource for Client Advisors, Client Relationship Associates, as well as clients. This role provides a wide range of internal administrative support to other client service colleagues and Client Advisors in the provision of service to our clients. 

KEY RESPONSIBILiTIES:

Client Relationship Associate & Client Advisor Support

  • Provides direct support and assistance to certain Client Advisors, Client Relationship Associates as well as clients.
  • Acts as a liaison between our clients and other professionals, including attorneys, accountants, and custodians.
  • Preparation of a wide variety of materials and analyses for clients and advisors, including detailed financial planning illustrations, contracts, statistical charts, performance reports, and other written communications.
  • Serves as a back-up to certain Client Relationship Associates, as needed.

Financial Database, Records Maintenance and Reporting

  • Generation and verification of certain materials provided to clients, including quarterly reports, fee statements, and any other special reporting requests made by clients and Client Advisors.
  • Retention of all client correspondence, contracts and custodial documentation. 

Qualifications

  • Bachelor’s degree in Business Administration, Finance, or a related field
  • 2 - 3 years of prior work experience in the investment, stock brokerage, or bank trust profession.
  • Prior experience using the Microsoft Office suite, including Word, Excel, Outlook and MS Teams. Prior experience using Tamarac and Money Guide Pro.
  • Ability to manage tight time frames and perform multiple and competing tasks efficiently and independently.
  • Strong interpersonal, written and verbal communication skills and good interpersonal and relationship building skills.

Benefits

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Non-exempt
R.M. Davis is an Equal Opportunity Employer

 

To apply, please submit a cover letter and resume to Human Resources at careers@rmdavis.com.