Senior Client Service Associate
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-02-24
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Analyst, Accounting & Finance
Senior Client Service Associate – Wealth Management
Portland, OR |
Hybrid (WFH Fridays)
Full-Time | Wealth Management | Client Service
A leading Portland‑based Registered Investment Advisor (RIA) firm is seeking a Senior Client Service Associate to join one of its largest wealth management teams. This is an excellent opportunity to learn the RIA industry from the ground up while gaining exposure to high‑net‑worth and ultra‑high‑net‑worth client relationships, portfolio administration, financial planning support, and investment operations.
This role offers
hybrid flexibility
, with in‑office work Monday–Thursday and remote work every Friday
.
Following a 2024 merger with a long‑established Portland wealth management firm, the team continues to grow and is excited to add a new CSA.
What You Bring- 3+ years of client service experience in the wealth management industry
- Strong commitment to exceptional client service in a team‑oriented environment
- FINRA Series 65 strongly preferred (or willingness to obtain within 6–12 months at the firm’s expense)
- Proficiency with Microsoft Outlook, Word, Excel, Power Point
- Experience with Charles Schwab preferred;
Salesforce CRM and/or Tamarac a plus - Experience with alternative investments is highly preferred
- Excellent written and verbal communication skills
- Strong organizational skills, attention to detail, and consistent process execution
- Ability to prioritize multiple tasks independently
Bonus: Annual performance-based bonus
Bonus- Fully paid premiums for medical, dental, vision, STD, LTD & life insurance
- 401(k) with 100% match up to 4%
- Opportunity for equity ownership
- PTO starting at 16 days/year
, increasing with tenure + 10 holidays + 1 volunteer day - 100% reimbursement for training, certifications, licensing & professional dues
- Heavily subsidized parking or transit pass
- Wellness reimbursement
- Paid sabbaticals & anniversary bonuses
- Recognized as a Best Workplaces award recipient, offering a collaborative and supportive culture
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