Your Future TeamWhite Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.
What You'll Do The Client Service Associate provides a white glove client experience by working directly with clients and coordinating with the service team and advisors. You have strong communication, interpersonal, and time-management skills, and a heart for service. You must be ethical, reliable, and able to handle sensitive financial information with absolute confidentiality.
- Onboard new client relationships: work directly with clients and advisors to collect data, process new account paperwork, and maintain client records in our CRM system
- Perform account maintenance requests: change of beneficiary, address updates, online account access, account re-titles, etc.
- Process money movements: journals, wire transfers, ACH transfers, and check requests
- Assist clients in a professional and pleasant manner through phone, email, and in-person interactions
- Proficiency with our software preferred: CRM (Salesforce), DocuSign, Microsoft Office suite (Word, Excel, OneNote), and custodial platform (Fidelity)
- Comply with and be well-versed in industry rules and regulations and practice policies
What You'll Bring - Experience collecting information, processing forms, and maintaining accurate data
- Confidence in handling phone calls and speaking to clients
- Interpersonal and client service skills
- Strong attention to detail, accuracy, and organization
- Eagerness to work in a growing practice and fast-paced environment
- Preferred: 2+ years of industry experience
- Series 7, 66 license required - Insurance license a plus
What We Offer- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of up to $80,000- $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
