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Wealth Management Client Services Associate

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Portland, OR is seeking a Registered Client Service Associate to provide exceptional service to clients. In this role, you will support Financial Advisors and Private Wealth Advisors daily, helping to build client relationships and assist with various requests. Qualified candidates should have strong interpersonal skills and knowledge of financial products. A high school diploma is required, with a preference for further education.

The company offers substantial employee benefits.
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Position Requirements
10+ Years work experience
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