Wealth Management Client Experience Specialist

A financial services firm in Lake Oswego, Oregon is seeking a Client Specialist to deliver exceptional client service and operational support to Financial Advisors. Key responsibilities include coordinating client onboarding, managing communications, and supporting account operations. Candidates should have 2+ years of related experience, be proficient in Microsoft Office, and possess strong organizational and communication skills. This role directly impacts the success of the Private Wealth Management business.

Training for necessary licenses will be provided.
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