Wealth Management Client Support Associate

Client Support Associate

Old Port Advisors is currently seeking a full-time Client Support Associate to join our growing team in the heart of downtown Portland. Established in 1994, we pride ourselves on fostering a dynamic and collaborative work culture that prioritizes our clients' needs above all else. In this role, you’ll be the first point of contact for clients and visitors, playing a key role in delivering exceptional client experience. From greeting guests and preparing for meetings to assisting with account setup and supporting our advisory team, you’ll help ensure clients feel welcomed, informed, and well cared for.

This position offers a unique opportunity to build a long-term career in the financial services industry with a firm that values integrity, professionalism, and continuous learning. For the right individual, this entry point can evolve into a broader role with increased responsibilities in operations, client service, or even a future path toward becoming a financial advisor - depending on your interests and long-term goals.

Essential Duties and Responsibilities:

• Greet and assist clients and guests in a professional and welcoming manner
• Manage front desk duties, including answering phones, responding to emails, and scheduling
• Support advisors with onboarding, helping clients navigate online tools and preparing investment or planning reports
• Prepare and process documentation for new accounts, transfers, distributions, and other service-related requests
• Assist with client meeting preparation, including assembling materials and updating records
• Maintain accurate and organized client files and documentation
• Communicate with custodians and third-party providers as needed
• Order and manage office supplies; coordinate with building management as necessary
• Uphold strict client confidentiality and data protection protocols

Skills & Qualifications

• Associate’s or Bachelor’s degree preferred
• 1–2 years of experience in a professional office or financial services setting
• Excellent communication skills - in person, over the phone, and via email
• Highly organized and detail oriented with the ability to manage multiple tasks
• Friendly, positive, and professional demeanor
• Willingness to learn and contribute as part of a collaborative team
• Proficient with Microsoft Office Suite (Word, Excel, Outlook)
• Strong computer skills required for navigation of databases including management of customer records.
• Experience with CRM, Trading, and Financial Planning software a plus.

Benefits

• Competitive compensation based on experience
• 401(k) with company match
• Medical, dental, and vision insurance
• Generous PTO policy and paid holidays (NYSE schedule)
• Education reimbursement
• 100% paid parking
• Employer-paid contribution for Maine’s Paid Family and Medical Leave (PFML) program

Ability to Commute

• Portland, ME 04101

Ability to Relocate

• Portland, ME 04101 Relocate before starting work (Preferred)

Schedule

• Monday through Friday (In-person)

Summer schedule may vary

Job Type: Full-time

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 1 year (Required)

Ability to Commute:

• Portland, ME 04101 (Required)

Ability to Relocate:

• Portland, ME 04101: Relocate before starting work (Required)

Work Location: In person