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Financial Services Financial Consultant

Client Service Associate — Hybrid Finance Support

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Vista Capital Partners
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Oregon is seeking a Client Service Associate to support a three-person client service team. Responsibilities include assisting in client account administration, coordinating meetings, and generating performance reports. Candidates should have 3-5 years of experience in the financial services industry and proficiency in Microsoft Office.

This role offers a hybrid work model with flexible paid time off and comprehensive benefits, including health insurance and retirement plans.
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Position Requirements
10+ Years work experience
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