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Wealth Client Services Associate
Remote / Online - Candidates ideally in
Tigard, Washington County, Oregon, USA
Listed on 2026-01-12
Tigard, Washington County, Oregon, USA
Listing for:
Mariner Holdings
Full Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A national financial services firm in Tigard, Oregon is seeking a dedicated professional to build and maintain client relationships within the wealth management sector. The role includes managing client implementations, performing administrative duties, and ensuring accurate financial record-keeping. Ideal candidates have a high school diploma, preferred bachelor's degree, and experience in financial services. Strong skills in MS Office and CRM tools are essential, alongside a proactive approach to client service.
This is a hybrid position offering competitive compensation based on experience.
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Position Requirements
10+ Years
work experience
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