Client Service Associate- White Pine Wealth Management

Job description

Your Future Team White 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 (Pershing) - Comply with and be wel...