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Client Services Associate — Financial Planning & Onboarding

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Empirical Wealth Management
Full Time position
Listed on 2026-01-12
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 75000 USD Yearly USD 50000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Portland is seeking a Client Service Specialist to provide exceptional client support and administrative assistance. The ideal candidate will have experience in customer service, strong communication skills, and a passion for helping clients manage their financial needs.

This role offers a salary range of $50,000 to $75,000, along with comprehensive benefits and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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