CLIENT SERVICE ASSOCIATE

Ameriprise Financial Services, LLC; Lake Oswego (OR); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) with employer contribution of 3

Health, vision, life, and disability保险

Discretionary company bonus

Generous paid time off: holidays, sick

15 days of personal time for the first

Job summary

Point Forward Wealth Advisors in Lake Oswego, OR is seeking a detail-oriented Client Service Associate to support senior advisors and team members in a fast-paced environment. The role offers a $60,000–$70,000 annual salary and a standard Monday–Friday schedule, with opportunities for growth and increased compensation based on performance.

You will coordinate meetings, manage client communications, and ensure timely, confidential service.

Qualifications

• Direct administrative support experience is required.
• Financial industry experience is strongly preferred.
• Professional demeanor and communication skills, both in person and virtually.
• Strong interpersonal skills and a client-first mindset.
• Comfort with technology. Our daily software suite is Microsoft Office and Salesforce CRM, with additional training on financial tools.

Responsibilities

• Coordinate internal and client-facing meetings for executive leadership and senior advisors, prioritizing multiple needs with limited availability.
• Maintain a proper annual flow of business for each client based on set specifications.
• Triage incoming communications for executive leadership and senior advisors, knowing when to delegate issues, send responses individually, or draft replies for the advisor’s review.
• Daily prep and debrief of client meetings, and delegating follow-up.
• Occasional travel support, including conference, transportation, and offsite meeting booking.
• Support long-term client relationships by providing consistent, high‑touch service.
• Provide operational assistance with repeated processes; offer observations on bottlenecks and ideas for improvement.
• Eagerness to learn and grow as an individual and team; embracing AI & automation but never sacrificing client experience.
• Backup support for front desk client concierge, including welcoming clients and guests; answering and directing calls; and checking voicemails in a timely fashion.
• Consistently uphold high standards of confidentiality, ethics, and professionalism.

Skills

Administrative support

Financial industry experience

Professional communication

Interpersonal skills

Tech proficiency

Tools

Salesforce CRM

Microsoft Office

Job description

Pay: $60,000 - $70,000 per year based on experience and skillset

CLIENT SERVICE ASSOCIATE

Monday–Friday, 8:00 AM – 5:00 PM

POSITION OVERVIEW

Point Forward Wealth Advisors is a boutique wealth management practice committed to delivering an exceptional, high‑touch client experience. We are a 20+ person team, including eight financial advisors, servicing over 1,100 client households, derived solely from organic growth and referrals. We are seeking a highly organized, self‑directed Client Service Associate who thrives in a fast‑paced, interruption‑heavy environment and can confidently manage multiple competing priorities while exercising sound judgement and initiative. This person will directly support senior advisors and leaders, while also working closely with team members across all departments: fellow client service associates, financial planners, and investment specialists.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• Your positive attitude is obvious to clients and contagious to our teammates.
• You stay organized and focused despite frequent interruptions.
• You independently track tasks and follow them through to completion.
• You communicate professionally and confidently with clients in person, by phone and email.
• You arrive on time and prepared each day.
• You anticipate needs rather than waiting to be directed.
• You ask questions rather than make assumptions.

KEY RESPONSIBILITIES

• Coordinate internal and client-facing meetings for executive leadership and senior advisors, prioritizing multiple needs with limited availability.
• Maintain a proper annual flow of business for each client based on set specifications.
• Triage incoming communications for executive leadership and senior advisors, knowing when to delegate issues, send responses individually, or draft replies for the advisor’s review.
• Daily prep and debrief of client meetings, and delegating follow-up.
• Occasional travel support, including conference, transportation, and offsite meeting booking.
• Support long-term client relationships by providing consistent, high‑touch service.
• Provide operational assistance with repeated processes; offer observations on bottlenecks and ideas for improvement.
• Eagerness to learn and grow as an individual and team; embracing AI & automation but never sacrificing client experience.
• Backup support for front desk client concierge, including welcoming clients and guests; answering and directing calls; and checking voicemails in a timely fashion.
• Consistently uphold high standards of confidentiality, ethics, and professionalism.

We believe in promoting from within whenever possible. Successful team members who demonstrate initiative, reliability, and leadership are often presented with opportunities for expanded responsibilities, growth, and increased compensation.

REQUIRED SKILLS & QUALIFICATIONS

• Direct administrative support experience is required.
• Financial industry experience is strongly preferred.
• Professional demeanor and communication skills, both in person and virtually.
• Strong interpersonal skills and a client-first mindset.
• Comfort with technology. Our daily software suite is Microsoft Office and Salesforce CRM, with additional training on financial tools.

BENEFITS (after 90-day probationary period)

401(k) with automatic 3% employer contribution.

• Health, vision, life, and disability insurance.
• Discretionary company bonus.
• Generous paid time off: holidays, birthday, sick time, and 15 days of personal time for the first four years of employment, after which days are increased.
• Complimentary financial advisory services.