Client Service Associate

Client Service Associate

Job Number: 31787

Salary: Up to 85K DOE

Industry: Financial Services

Qualifications

• 3+ years of experience in a Client Service Associate or similar role
• Series 65 or 66 highly preferred
• Experience with Salesforce or similar CRM highly preferred
• Charles Schwab or other custodial experience preferred

Your New Role

Take the next step in your wealth?management career as our clients next Client Service Associate. In this role you will be highly detail?oriented, preparing and processing documentation related to client onboarding and maintenance, performing client and prospect data entry into the firms CRM, and preparing and overseeing various deliverables. You will also serve as the liaison between clients and investment managers to complete money?movement requests, coordinate audit confirmations, and perform calendaring functions with both internal and external teams.

Success requires strict attention to detail, stellar customer service skills, and the ability to hit the ground running in a busy team. Prior experience in a similar role in wealth management is mandatory, and candidates with a Series 65 or 66 license will be prioritized.

Your New Organization

Join a legacy wealth?management firm that has earned the trust of affluent families and businesses for the past three decades. They value financial sustainability, integrity, and a commitment to knowledge. Employees enjoy a high?growth environment with ample promotion opportunities.

Benefits

• Fully paid medical, dental, vision, short?term and long?term disability, and life insurance
• 100% company match on 401(k)
• Internal stock opportunities
• PTO, wellness reimbursements, paid sabbaticals, and anniversary bonuses
• 100% training, certification, licensing, dues reimbursement, and formal mentoring plan

Our goal is to pair talented people with amazing opportunities. Local candidates are strongly encouraged to apply.

Location: Portland, OR

Remote options available for hybrid work arrangements

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