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Client Service & Wealth Admin Associate

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Portland, Oregon is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess a high school diploma, strong interpersonal skills, and advanced Microsoft Office skills. Key responsibilities include assisting with client inquiries, managing schedules, and executing transactions. This is an excellent opportunity to join a well-respected firm that offers comprehensive benefits and career growth potential.
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Position Requirements
10+ Years work experience
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