Wealth Management Client Experience Associate
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-07-25
Listing for:
Mariner Wealth Advisors, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Mariner Wealth Advisors is seeking a Client Service Associate in Tigard, Oregon to deliver outstanding client care and support. You will be the first point of contact, building relationships and ensuring a positive experience that exceeds expectations.
In this role you will manage onboarding, coordinate with team members, handle administrative tasks, and identify value-added services for clients while maintaining meticulous records and proactive communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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