Impact-Driven Client Services Associate (Hybrid)

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

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.