21 client services administrator jobs at 16 companies in Westbrook, 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
2w
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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
2w
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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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Branch Office Administrator
Bath, Maine, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance; requires analytical thinking, attention to detail, adaptability, communication, teamwork, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
1w
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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
1mo
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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.
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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
4d
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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
3w
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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.
4d
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Receptionist
Manchester or Concord or Portsmouth
OnsiteFull Time
Requires professional appearance, business etiquette, customer service, multitasking, dependability, organization, procedural compliance, and ability to support clients, visitors, attorneys, and operations staff.
Fax
4d
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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
4d
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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
1w
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Group Home Worker
Rochester, New Hampshire, United States
$18/hr OnsiteFull Time
High school diploma/GED, valid driver’s license, age 21+, authorized to work in the U.S., willing to complete a criminal background check; paid training provided (First Aid, CPR, MOAB, Medication Administration Program, Fire Safety, OSHA, Human/Client Rights).
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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