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Spinnaker Trust

Relationship Administrator

Career Insights for Client Relationship Manager

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What they do

A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.

$109,638 / year median in Maine

-5% projected decline

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Job Description

Spinnaker Trust is looking to add a Relationship Administrator to its growing team. The successful candidate will be an integral part of the client service team working closely with Client Advisors, Portfolio Managers and our fiduciary team on all aspects of client relationships. Responsibilities include, but are not limited to, opening and closing accounts, preparing necessary paperwork, conducting account reviews, fielding client questions and handling account transactions. This position comes with considerable opportunity to grow at the firm. The ideal candidate will have at least 2 years of experience in the wealth management industry and strong technical skills. Annual salary is commensurate with experience. We have a very competitive benefits package and have been named one of the Best Places to Work in Maine for 8 years in a row.
Job Type:
Full-time Pay:
$60,000.00 - $70,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance Ability to
Commute:
Portland, ME 04101 (Required) Ability to
Relocate:
Portland, ME 04101: Relocate before starting work (Required)
Work Location:
Hybrid remote in Portland, ME 04101