ASSOCIATE

Do you want to work with an industry leader, in a dynamic environment that fosters
professional growth? Then join the R.M. Davis team! With $6 billion in assets under
management, R.M. Davis is Northern New England’s largest wealth management firm,
with offices in downtown Portland, Maine, and Portsmouth, New Hampshire.
Our clients trust us with their wealth, with their toughest questions, and with their most
important decisions. They count on our team to help guide them through life’s critical
moments. We seek team members who embrace this opportunity.
Headquartered in the heart of Portland, R. M. Davis is a proud member and contributor
of the local community. Located just steps from restaurants, shops, entertainment, and
other professional firms, our team enjoys an area that truly offers a “work, live, and play”
environment.
The position
We are hiring two full-time Client Relationship Associates to join our growing teams in
Portland, ME and Portsmouth, NH. If you are a self-motivated professional with a
customer service mindset and a passion for working in the financial services industry,
apply today!
Your responsibilities
Given the nature of our work, our administrative team plays an integral role in the
success of our firm, and the work we do for our clients. The Client Relationship
Associate role serves as our clients’ communication point person. In addition, they act
as liaison between our clients and other professionals, including attorneys, accountants,
and custodians. The Client Relationship Associate performs a wide variety of high-
priority tasks including the preparation of client materials such as financial plans,
contracts, and custodial paperwork. They are also responsible for processing required
minimum distributions, consolidating accounts, security cost basis work, and preparing
statistical charts and other financial analyses. This position also supports the Client
Advisor in all aspects of the client relationship, including attending and participating in
client meetings.
Your skills

• Bachelor’s degree in finance or business administration preferred
• Minimum of 2-3 years of prior work experience in the investment, stock

related problem-solving

• The ability to manage tight time frames and perform multiple and competing

• Professional, friendly demeanor with client-first mindset
• Excellent interpersonal, relationship building and communication skills
• Strong organizational and time management skills
• Strong attention to detail and problem-solving skills
• Microsoft Office experience and the ability to learn various portfolio management

Your company benefits

• Competitive salary and bonus
• 401k plan with employer contributions
• 100% Company-paid employee health insurance and disability insurance
• Paid time off
• Company-paid, parental leave
• Education reimbursement
• Company-paid, covered parking
• Professional office setting
• Hybrid remote work policy
• Collaborative work culture

If this sounds like you, please send a cover letter and resume to:
R.M. Davis, Inc.
Attn: Denise Vigneault, Vice President - Human Resources
24 City Center
Portland, ME 04101
dvigneault@rmdavis.com