Financial Services - Client Service Associate

We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. This position is based in our satellite office in Portland, Oregon. Hybrid arrangements may be considered for the right fit.

As a successful candidate, you are optimistic and organized, have exceptional attention to detail, and are an excellent communicator. Above all, you are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You have strong working knowledge of industry software and systems, thrive on collaboration, and are passionate about being part of a team working towards environmental sustainability and social justice.

We are an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We are fee-only, employee-owned, and a certified B Corp. Our small but mighty team serves values-aligned individual, family, and institutional clients across the country from our home office in Boise, Idaho, and our satellite office in Portland, Oregon.

Our mission is to tap the power of capital to shape and sustain a safe, just, thriving world. Our values include trust, excellence, generosity, diversity, professionalism, and a dedication to working for justice and the climate – all while striving to be a model of joy and resilience in this challenged world. If this description inspires you, we would love to meet you!

As Client Service Associate, you'll regularly communicate with clients and complete back-office work to provide a compelling client experience. You will:

• Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional manner
• Onboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systems
• Provide ongoing client service; efficiently handle client requests for cash movements, transfers, and account updates working closely with our selected custodians (primarily Charles Schwab)
• Capture notes from client calls and meetings; fully leverage and optimize the use of our CRM system (Redtail) and electronic files (Dropbox)
• Help ensure that office operations (files, phones, email, mailings) are in good working order and have a focus on environmental sustainability
• Coordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)
• Help advance our commitment to social impact and sustainability

• 3+ years of experience in the financial services industry, preferably in a Registered Investment Advisor environment
• Bachelor’s degree highly preferred; financial services or other related professional experience may substitute
• Familiarity with financial industry software and systems, including custodial platforms (Schwab), project management software (Asana), portfolio management systems (Black Diamond), and CRM software (Redtail)
• Exceptional organizational skills, professional demeanor and a love for checklists!
• Excellent written and oral communication skills
• A commitment to excellence; detail-oriented and client-focused
• Ability to work as part of a team in a fun, hardworking, and progressive firm
• Passion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic development
• Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
• A commitment…