Client Service Associate

Overview

Based in Bend, Oregon, True Wealth Group is a locally owned, fee-based fiduciary firm committed to helping families discover their deeper financial purpose and align their wealth with their values.

We believe that True wealth is living with purpose, clarity, and peace. Our clients define it. We help them build the plan to live it.

• Integrity – We act with fairness, honesty, and respect — even when no one is watching.
• Empowerment – We equip one another to succeed through trust, feedback, and support.
• Partnership – We win together. Every goal achieved is a shared success.
• Growth – Personal and professional growth are both essential to our success.
• Freedom – We work in a culture that values balance, autonomy, and purpose.

We are seeking a Client Service Associate to join our rapidly growing firm. The Client Service Associate is a key member of our client experience team. This role is ideal for someone who thrives in a service-oriented environment, values precision, and enjoys building trusted relationships.

You will support our advisors and operations team by handling client requests, preparing account paperwork, managing scheduling, and ensuring every client interaction reflects the warmth, professionalism, and excellence True Wealth Group is known for.

This position blends strong administrative execution with high-touch client service and plays a central role in delivering an exceptional client experience and supporting our advisory team.

• 401(k) plan with employer matching and immediate vesting
• Professional development support (licenses and designations, CE credits, training)
• No fees on personal accounts with True Wealth Group
• Casual office environment with professional standards
• Career growth opportunity within a growing fiduciary firm
• Work-from-home flexibility as appropriate

We are looking for someone who:

• Demonstrates professionalism, integrity, and discretion with client information
• Is highly organized with excellent attention to detail
• Is warm, service-oriented, and enjoys building meaningful relationships
• Communicates clearly and effectively (written and verbal)
• Thrives in a fast-paced environment and can manage multiple priorities
• Is comfortable with technology and eager to learn new systems
• Has emotional intelligence and a client-first attitude
• Enjoys working as part of a collaborative team

• Prior experience in client service, administrative support, or financial services preferred
• Experience with CRM systems (salesforce) preferred

• Serve as a primary point of contact for client service requests (phone, email, text/SMS)
• Provide white-glove support to clients throughout new client onboarding and existing client service needs
• Assist advisors with meeting preparation and follow-up and execution
• Schedule client meetings and manage calendars with professionalism and accuracy
• Support client communications, reminders, and service deliverables
• Prepare client paperwork and ensure completeness and accuracy
• Assist with account opening, transfers, maintenance requests, and service forms
• Maintain clear documentation and task tracking to ensure items are completed promptly
• Ensure CRM data integrity and maintain accurate client records

• Develop fluency in firm tech platforms (CRM, Schwab custodial systems, planning software)
• Identify opportunities to improve workflows, reduce friction, and enhance client experience
• Support firm-wide process improvements and training initiatives
• Support the broader operations team with administrative tasks as needed
• Contribute to a positive office culture and professional environment

True Wealth Group takes a market-based approach to base pay, with bonuses at top percentile based off team performance. Your actual base salary will depend on factors such as your qualifications and experience.

True Wealth Group is an equal opportunity employer. We believe our firm is stronger when individuals from different backgrounds come together with shared values focused on the same mission. Even if you do not meet all the qualifications listed above, we encourage you to apply!