Kennison & Associates ยท 2 days ago
Client Relationship Associate
Portland, ME
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $70K/yr
2+ years expKennison & Associates is New England's largest wealth management firm with over $6 billion in assets under management, and they are seeking a Client Relationship Associate to join their Portland office. In this role, you'll be a key partner to Client Advisors, serve as a primary client contact, and work hands-on with financial plans and account administration while participating in client meetings.
Human ResourcesStaffing Agency
Responsibilities
Serve as a primary client contact
Collaborate with attorneys and accountants
Work hands-on with financial plans, account administration, reporting, and analysis
Actively participate in client meetings
Qualification
Required
2 plus years of experience in investment management, stock brokerage, or portfolio management
strong analytical skills
detail-oriented
motivated
passionate about financial services
Company
Kennison & Associates
Kennison & Associates is a staffing and recruiting company offering placement services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase