Client Services Coordinator- White Pine Wealth Management
Falmouth, Maine, United States
$55k/yrOnsiteFull Time
Hightower: Provides independent wealth management and financial planning services.
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
5+ YOE3+ MgmtBachelor’s degree, 5+ years in data-driven service operations, and 3+ years supervising diverse teams. Requires data systems, quality assurance, office software, budget, policy, communication, and project planning skills.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, AI