Wealth Management Client Care Associate
Job in
Tigard, Washington County, Oregon, USA
Listed on 2026-08-22
Listing for:
Mariner
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Mariner Wealth Advisors in Tigard, OR seeks a Client Service Associate to deliver extraordinary service and support to clients. You will be the first point of contact, coordinating between clients and the team to ensure accurate, timely service and a positive experience.
You will build relationships, manage a variety of duties, and contribute to a growing practice by maintaining meticulous records, handling onboarding activities, and identifying opportunities to add value for clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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