17 client services administrator jobs at 15 companies in Bath, ME
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Client Services Coordinator- White Pine Wealth Management
Falmouth, Maine, United States
$55k/yr OnsiteFull Time
2+ YOE2+ years administrative or client service experience; strong communication, organization, calendar/meeting coordination, confidentiality, and financial services experience preferred.
Schedule Once, Microsoft Outlook, Salesforce, Microsoft 365, Microsoft Teams, Zoom
1w
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Client Services Associate - South Portland, ME
South Portland, Maine, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative experience in financial services or related field; associate or bachelor preferred; strong communication, organization, and multitasking; authorized to work in the U.S.
Salesforce
3w
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Client Services Associate - Mailroom
New York or Portland
$18-$19/hr OnsiteFull Time
High school diploma required; ability to lift up to 40–60 lbs, strong communication, MS Office skills, experience with shipping/receiving and multi-function devices; 1+ year experience preferred.
Microsoft Office Suite, Greenhouse
2mo
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Wealth Management Client Investment Administrator
Portland, Maine, United States
OnsiteFull Time
3+ YOEBachelor’s degree; 3-6 years client service/investment operations; strong Excel and investment systems knowledge.
Microsoft Excel, Investment systems
1w
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Branch Office Administrator - Bath, ME
Bath, Maine, United States
OnsiteFull Time
Provide client service, manage client accounts, perform administrative and operational support, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1w
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Client Consultant
Chattanooga or Portland or Columbia or Baton Rouge
$46k-$86k/yr RemoteFull Time
3+ YOE3+ years customer service/benefits/HR administration experience preferred; college degree preferred; strong consultative, analytical, and communication skills; Excel and systems proficiency.
ADP, Workday, UKG, Employee Navigator, Microsoft Excel
6d
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Senior Relationship Administrator
Portland, Maine, United States
$70k-$80k/yr HybridFull Time
5+ YOERequires 5+ years in investment advisory, trust, estate, or bank trust administration; strong communication, client service, confidentiality, accuracy, risk assessment, and knowledge of trusts and retirement plans.
Black Diamond Trust, Fidelity, Charles Schwab, Microsoft SharePoint, Tamarac
1mo
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Client Service Associate-Portland, ME
Portland, Maine, United States
HybridFull Time
0.5+ YOEProvides administrative support to Financial Advisors, services client inquiries, processes client transactions, opens accounts, and uses CRM and Microsoft Excel. High school diploma and prior securities/related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
4w
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Receptionist/Office Services Specialist
Portland, Maine, United States
$21-$25/hr OnsiteFull Time
Provide reception, client service, conference-room coordination, administrative support, mail/package handling, and basic office services; proficiency with office equipment and willingness to learn iManage and Concur.
iManage, Concur
3mo
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Client Care Coordinator
Yarmouth, Maine, United States
$57k-$63k/yr RemoteFull Time
3+ YOEBachelor's degree in social work, nursing, healthcare administration, or related field; minimum 3 years in senior care; valid driver’s license; insured vehicle.
5d
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Child Protective Services Case Aide
Portland or Maine
$21-$26/hr FieldFull Time
Office and client support training, education, or experience demonstrating policy knowledge, independent judgment, initiative, and complex administrative and direct-service decision-making; valid Class C Maine license.
Katahdin, Microsoft Word, Microsoft Excel, Microsoft Outlook
1d
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Tax Administrative Assistant I (Full-time)
Portland, Maine, United States
OnsiteFull Time
Associate degree preferred or equivalent experience; administrative or client-service experience preferred. Requires Microsoft Office proficiency, organization, accuracy, communication, and ability to manage deadlines.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CCH ProSystem fx, CCH Axcess, CaseWare, GoFileRoom
2w
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Specialty Coordinator - Neurology
Scarborough, Maine, United States
$22-$27/hr OnsiteFull Time
2+ YOEAssociate degree or equivalent, 2+ years customer service experience (veterinary preferred), strong organization, client communication, and computer skills.
5d
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Eligibility Specialist I
Skowhegan or Lewiston
$19-$26/hr HybridFull Time
2+ YOETwo years of combined training, education, or health or human services experience applying policies, maintaining digital records, verifying data, and responding to client requests.
MaineCare, PRISM, MaineSaves
1d
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Senior Manager, Premium Operations
Wellesley Hills or Hartford or Portland or Kansas City
$65k-$97k/yr OnsiteFull Time
3+ YOERequires 3–5+ years in group benefits, premium administration, billing, financial operations, client services, or insurance operations, plus people leadership, financial acumen, communication, analytics, and process improvement skills.
Microsoft Excel
1d
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Senior Manager, Premium Operations
Wellesley Hills or Hartford or Portland or Missouri
$65k-$97k/yr OnsiteFull Time
3+ YOERequires 3–5+ years in group benefits, premium administration, billing, financial operations, client services, or insurance operations, plus people leadership, financial acumen, analytical, communication, and process improvement skills.
Excel
1mo
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Integrated Program Administrative Assistant
Portland, Maine, United States
$20-$23/hr OnsiteFull Time
2+ YOEAssociates degree or equivalent experience, 2 years relevant experience, reception duties, appointment scheduling, telehealth suite support, welcoming clients and supporting staff.
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