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Retirement Plan Client Success Manager

Job in Portland, Cumberland County, Maine, 04122, USA
Listing for: Varney Agency
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Portland, Maine is seeking a motivated Client Services Manager to support Financial Advisors and employer retirement plan clients. The ideal candidate enjoys client service and problem-solving in a detail-oriented environment. Responsibilities include supporting advisors, responding to inquiries, and maintaining records. Applicants should have knowledge of ERISA and retirement plans, as well as a willingness to obtain FINRA Series 6 & 63.

Competitive compensation with room for growth is offered.
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