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Impact-Driven Client Services Associate; Hybrid
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-01
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This role involves communicating with clients, onboarding new clients, and managing client requests efficiently. The ideal candidate should have over 3 years of financial services experience, exceptional communication skills, and a strong commitment to sustainability and social justice.
A competitive compensation package is offered, along with opportunities for growth.
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Position Requirements
10+ Years
work experience
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