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Remote Client Service Associate Wealth Advisory
Remote / Online - Candidates ideally in
Oregon City, Clackamas County, Oregon, 97045, USA
Listed on 2026-09-25
Oregon City, Clackamas County, Oregon, 97045, USA
Listing for:
Capitol Family Office
Remote/Work from Home
position Listed on 2026-09-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills.
This role offers flexible hours with competitive compensation.
We would love to welcome a new Remote Client Service Associate for Wealth Advisory to our team in Beaverton, OR, United States. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Remote Client Service Associate for Wealth Advisory role in the description above.
Position Requirements
10+ Years
work experience
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