Client Services Associate: Wealth Management Support

A global financial services firm seeks a Registered Client Service Associate in Lake Oswego, Oregon. This role requires strong interpersonal skills to support Financial Advisors and manage client relationships efficiently. Key responsibilities include assisting clients with account inquiries, executing transactions, and educating clients on digital tools. Candidates should possess a High School diploma or equivalent, with industry licenses preferred, and have an ability to thrive in a fast-paced environment.

The firm offers competitive benefits and values diversity in its workforce.
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