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Wealth Management Financial Services Financial Advisor

Senior Client Service Associate – Wealth Management Hybrid

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: SR Staffing
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading investment advisory firm based in Portland is looking for a Senior Client Service Associate to expand its wealth management team. This role provides hybrid work flexibility and involves managing high-net-worth client relationships, providing portfolio administration, and supporting financial planning. Candidates should have at least 3 years of experience in client service within the wealth management sector and possess excellent communication skills.

A commitment to outstanding service is essential for delivering quality support to clients.
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Position Requirements
10+ Years work experience
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