Advisor Operations & Relationship Support Specialist

Wealth Enhancement Group, LLC; Portland (OR); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA with employer contributions

FSA for medical/dependent/ transit

401k with match and profit sharing

PTO and holidays

Parental leave and caregiver leave

Tuition/licensing reimbursement

Job summary

Wealth Enhancement is seeking a Relationship Support Associate to assist independent RIAs through FocusPoint Solutions. The role focuses on account servicing, operational support, and advisor relationship management in an on-site capacity.

The position emphasizes accuracy, strong communication, and multi-tasking across billing, reporting, and data management functions, with a base salary range of $60,000–$70,000 plus bonuses and benefits.

Qualifications

• Bachelor's degree or equivalent required; one or a combination of work experience, training, military experience, or education acceptable.
• 1–3 years of experience in client service, relationship management, operations, or financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite and CRM systems.
• Commitment to delivering exceptional client and advisor service.
• AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Understanding prompts, evaluating AI content for accuracy, and integrating AI tools while maintaining quality.

Responsibilities

• Account Administration & Custodial Operations: Serve account servicing, custodial processing, and ensure operational accuracy.
• Process custodial paperwork accurately and timely.
• Verify advisor-submitted paperwork with custodians.
• Set up new accounts and maintain information in portfolio management systems.
• Assist with account maintenance and operational requests.
• Support trading-related activities and ensure service requests meet procedures.
• Research and resolve account or custodial issues; escalate when needed.

Skills

Client service

Relationship mgmt

Operations

CRM

MS Office

AI literacy

Education

Bachelor's degree or equivalent

1–3 years experience in client service/financial services

Tools

CRM systems

Portfolio management systems

Job description

Wealth Enhancement is seeking a Relationship Support Associate to assist independent RIAs through FocusPoint Solutions. The role focuses on account servicing, operational support, and advisor relationship management in an on-site capacity.

The position emphasizes accuracy, strong communication, and multi-tasking across billing, reporting, and data management functions, with a base salary range of $60,000–$70,000 plus bonuses and benefits.