• Location
    Portland, Oregon
  • Category
  • Job reference:
  • Job type
    Contract/Temp to Hire


The client service associate works with the entire team to coordinate all client service activities, with a focus on delivering the ultimate client experience. This individual spends most of their time on client-involved activities, providing liaison support not only for all accounts being managed, but between the client and advisor as well. In addition this position is a critical component to ensuring our fiduciary responsibilities are met.

We are seeking a dedicated, organized, and engaged Client Service Associate to join our fast-paced team. Must have exemplary customer service skills and an unmatched work ethic.



  • Possesses a passion for service; helping clients and team members
  • Reliable, follows through on commitments
  • Patient and methodical approach to work
  • Extremely detail-oriented
  • Able to prioritize tasks and work in a deadline-driven environment
  • Completes projects with care and diligence
  • Flexible and accommodating
  • Can take direction and execute a plan
  • Seeks stability and security
  • Prefers a conflict-free environment
  • Can assure people and put them at ease
  • Exceptional organizational, listening, and communication skills
  • Strong analytical and research skills
  • Able to navigate and troubleshoot common software programs and applications

    Functional responsibilities

  • Coordinates service activities and delegates appropriate tasks to team members
  • Manages relationships with clients as well as internal and external resource providers
  • Ownership of client service menu and ultimate client experience
  • Generates and manages client communications and strategies by telephone, mail, and internet
  • Fulfills client requests and deals with service-related issues
  • Participates in all team meetings and attends training events as necessary

    Education and experience

  • Minimum 5 years in the financial services industry
  • Licenses and credentials: up to Series 7, 66
  • Knowledge of Microsoft Office, Redtail CRM, TD Ameritrade Institutional, and Morningstar Office
  • An undergraduate degree in business or economics
  • Apply today to learn more about us and the position!

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