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Junior Wealth Management Client Services Associate
Job in
Gervais, Marion County, Oregon, 97026, USA
Listed on 2025-12-07
Listing for:
RubinBrown
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Client Service Associate in Gervais, Oregon. The role includes executing operational tasks for wealth management clients and developing into an advisor over 3-5 years. Candidates should have a relevant degree and 2+ years in the financial services industry. Strong communication, organization, and interpersonal skills are required. This is a full-time position with standard office hours and minimal travel.
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Position Requirements
10+ Years
work experience
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