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Senior Client Success & Advisory Specialist

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in Portland, Oregon is searching for a Senior Client Relationship Specialist. The role involves managing client relationships, resolving complaints, and understanding the financial services industry. Candidates should hold the necessary FINRA licenses and possess strong communication and time management skills. This position offers the opportunity to grow within a dynamic financial environment and enhance client satisfaction.
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Position Requirements
10+ Years work experience
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