CLIENT SUPPORT 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

Job Type: Full-time

Pay: Up to $30.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Tuition reimbursement

Compensation Package:

• Bonus opportunities
• Profit sharing

Application Question(s):

• Do you have any experience using Tamarac or MoneyGuide Pro? If so, please elaborate.

Education:

• Associate (Preferred)

Experience:

• Client services: 3 years (Required)
• administration: 3 years (Preferred)

Ability to Commute:

• Portland, ME 04101 (Required)

Work Location: In person