Hybrid Client Service Associate — Investment Support
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-14
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Client Relationship Manager
Job Description & How to Apply Below
Cerity Partners is hiring a Client Service Associate in Portland, OR. This role supports advisors and clients by handling routine administrative tasks, account openings, and meeting logistics. You will maintain CRM data, prepare forms, and coordinate across departments to ensure timely follow-up and accurate reporting.
The position requires a bachelor's degree and at least two years of experience, with a focus on friendly, professional client service in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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