Senior Wealth Client Services Lead
Listed on 2026-11-05
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Finance & Banking
Wealth Management
Aerodigm Wealth is seeking an experienced Client Service Associate to act as the operational backbone of the client experience in Lake Oswego, OR. You will ensure seamless onboarding, meticulous meeting preparation, and proactive follow-up, serving as the trusted link between clients, advisors, and custodians.
The role emphasizes anticipating client needs, maintaining precise records, and collaborating with advisory teams to coordinate tax, estate, investment, and risk services for affluent
We would love to welcome a new Senior Wealth Client Services Lead to our organisation in Lake Oswego, OR, United States.
The position is based in Lake Oswego, OR, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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