Wealth Client Services Associate; Hybrid

Focus Partners Wealth in Portland, OR is seeking a Client Service Associate to support Wealth Advisors and manage client relationships. You will handle account openings, maintenance, transfers, and money movements, acting as the primary liaison among custodians, operations, advisors, and clients to ensure accurate, timely service.

The role requires a Bachelor's degree with 1+ years of experience, strong communication, and the ability to manage multiple tasks in a hybrid work environment (3 days

Step into the Wealth Client Services Associate (Hybrid) role at Focus Partners Wealth in Portland, OR, United States and grow with us.

We invite applications for the Wealth Client Services Associate (Hybrid) position located in Portland, OR, United States.

The following role is for a Wealth Client Services Associate (Hybrid) with Focus Partners Wealth.

Our group is growing, and we are hiring a Wealth Client Services Associate (Hybrid) in Portland, OR, United States.