Client Service Associate

5 days left

Portland, Oregon
Mar 17, 2021
Apr 16, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

Salary: $65K-$75K

Industry: Financial Services

What Matters Most:

  • 3+ years of related experience
  • Proficiency in Microsoft Office required
  • Experience with Bloomberg, APX, or custody system a plus
  • Bachelor’s degree in Business and/or Finance preferred
  • Series 7, Series 66 or a combination of Series 63 and Series 65 preferred

Your New Role:

We’re seeking a Client Service Associate who has working knowledge of the securities industry with a broad understanding of capital markets and related investment practices. You’ll work for a financial services organization that offers customized wealth management solutions for clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management, and more. The Associate position is open due to promotion – and you could be well on your way when you join this team. You’ll act as the first point of contact for clients or prospects and provide a wide range of sales, service, administrative, and relationship management support to assigned wealth advisors and investment professionals across teams. Tasks include placing equity, mutual fund, and fixed income trades for brokerage clients, assisting with completing and transmitting transaction documents, and communicating with various custodians regarding transaction processing follow-up. As necessary, you’ll also utilize custodial websites, the CRM database, and the APX portfolio system. This team is seeking someone who can multi-task and knows how to prioritize work. If you have a desire to work in a sales-oriented environment that can be unstructured, this may be the role for you. There’s plenty of growth potential in this market!

Your New Organization:

They have a culture of extraordinary service, empowerment, and stability. There’s very low turnover here, and they offer the salary and benefits of a larger organization but it’s run more like a small business. It’s a small and close-knit team – everyone is friendly and it’s a professional but fun atmosphere. Your benefits will include paid time off, dental, medical, and vision coverage, disability and life insurance, an employee assistance program, a 401(k) plus match, and parental leave. You’ll also receive an annual discretionary bonus, pet insurance, access to a personal concierge service with your first six errands free, student loan repayment assistance, a fitness stipend, an employee stock purchase plan.

To be considered for this job, send us your resume! For best consideration, include the job title and website where you saw this posting in your email to

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