Description
HeadInvest is hiring a full-time, in-office Client Service Associate in downtown Portland, Maine. The role provides administrative and client-service support to advisors and portfolio managers, handles routine account and transaction requests, prepares account paperwork, coordinates with custodians and financial institutions, maintains client records, and supports onboarding and reporting. The position requires approximately 1–4 years of professional experience, strong administrative and communication skills, Microsoft Office proficiency, and the ability to learn wealth-management technology. A bachelor's or associate degree is preferred, and the salary range is $55,000–$65,000 with medical, dental, vision, HSA, retirement matching, and paid PTO benefits.
