Financial Services - Client Service Associate

TalentLink Solutions; Portland (OR); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

401k with company match

Health insurance including dental and vision

Paid and volunteer time off

Opportunities for training and career growth

Job summary

A financial services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This role involves communicating with clients, onboarding new clients, and managing client requests efficiently. The ideal candidate should have over 3 years of financial services experience, exceptional communication skills, and a strong commitment to sustainability and social justice. A competitive compensation package is offered, along with opportunities for growth.

Qualifications

• 3+ years of experience in the financial services industry, preferred in a Registered Investment Advisor environment.
• Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn new software systems quickly.
• Familiarity with financial industry software and systems.

Responsibilities

• Communicate with clients and potential clients about the company’s mission and services.
• Onboard new clients; gather and organize client documents and data.
• Efficiently handle client requests for cash movements, transfers, and account updates.

Skills

Organizational skills

Communication skills

Attention to detail

Teamwork

Tech-savviness

Education

Bachelor’s degree

Tools

CRM software (Redtail)

Custodial platforms (Schwab)

Project management software (Asana)

Portfolio management systems (Black Diamond)

Microsoft Office suite

Job description

We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. This position is based in our satellite office in Portland, Oregon. Hybrid arrangements may be considered for the right fit.

As a successful candidate, you are optimistic and organized, have exceptional attention to detail, and are an excellent communicator. Above all, you are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You have strong working knowledge of industry software and systems, thrive on collaboration, and are passionate about being part of a team working towards environmental sustainability and social justice.

We are an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We are fee-only, employee-owned, and a certified B Corp. Our small but mighty team serves values-aligned individual, family, and institutional clients across the country from our home office in Boise, Idaho, and our satellite office in Portland, Oregon.

Our mission is to tap the power of capital to shape and sustain a safe, just, thriving world. Our values include trust, excellence, generosity, diversity, professionalism, and a dedication to working for justice and the climate – all while striving to be a model of joy and resilience in this challenged world. If this description inspires you, we would love to meet you!

KEY RESPONSIBILITIES

As Client Service Associate, you'll regularly communicate with clients and complete back-office work to provide a compelling client experience. You will:

• Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional manner
• Onboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systems
• Provide ongoing client service; efficiently handle client requests for cash movements, transfers, and account updates working closely with our selected custodians (primarily Charles Schwab)
• Capture notes from client calls and meetings; fully leverage and optimize the use of our CRM system (Redtail) and electronic files (Dropbox)
• Help ensure that office operations (files, phones, email, mailings) are in good working order and have a focus on environmental sustainability
• Coordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)
• Help advance our commitment to social impact and sustainability

WHAT IT TAKES

• 3+ years of experience in the financial services industry, preferably in a Registered Investment Advisor environment
• Bachelor’s degree highly preferred; financial services or other related professional experience may substitute
• Familiarity with financial industry software and systems, including custodial platforms (Schwab), project management software (Asana), portfolio management systems (Black Diamond), and CRM software (Redtail)
• Exceptional organizational skills, professional demeanor and a love for checklists!
• Excellent written and oral communication skills
• A commitment to excellence; detail-oriented and client-focused
• Ability to work as part of a team in a fun, hardworking, and progressive firm
• Passion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic development
• Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
• A commitment to ongoing professional development

THE BENEFITS

We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth. The base salary for this position is $70,000-$90,000, depending on experience.

EQUAL EMPLOYMENT OPPORTUNITY

We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.