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Wealth Client Services Specialist

Job in Eugene, Lane County, Oregon, 97403, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Client Service Associate in Eugene, Oregon. This role involves providing exceptional support to Financial Advisors and clients, managing transactions, and helping to cultivate client relationships. Successful candidates will demonstrate strong organizational skills, proficiency with Microsoft Office, and a commitment to client service excellence. A high school diploma is required, with a college degree preferred.

Opportunities for growth and industry certifications are available as well.
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