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Remote Client & Onboarding Specialist
Remote / Online - Candidates ideally in
Bend, Deschutes County, Oregon, 97707, USA
Listed on 2026-02-16
Bend, Deschutes County, Oregon, 97707, USA
Listing for:
True Wealth Group
Remote/Work from Home
position Listed on 2026-02-16
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A financial fiduciary firm in Bend, Oregon is seeking a Client Service Associate to enhance the client experience. This role involves supporting advisors, managing client interactions, and ensuring efficient scheduling. The ideal candidate will possess strong organizational and communication skills, demonstrating professionalism in every client interaction. Opportunities for career growth and a friendly office culture are provided. Join a team that values integrity, empowerment, and partnership, helping clients align their wealth with their values.
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