Client Services Specialist - CRM & Advisor Support
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-13
Listing for:
Cerity Partners
Full Time
position Listed on 2026-07-13
Job specializations:
-
Customer Service/HelpDesk
CRM System, Client Relationship Manager, Office Administrator/ Coordinator
Job Description & How to Apply Below
Cerity Partners in Portland, OR is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, and meeting preparation. You will ensure CRM data accuracy, manage client requests, and contribute to improving processes under supervision within a collaborative team.
The role emphasizes client service, attention to detail, and a proactive approach to learning investment products while supporting cross‑functional coordination.
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