Wealth Management Client Services Associate (Hybrid)
Occupations:
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage ClerksFinancial Clerks, All OtherPersonal Care and Service Workers, All OtherIndustries:
Other Financial Investment ActivitiesJunior CollegesEmployment ServicesAgents and Managers for Artists, Athletes, Entertainers, and Other Public FiguresOffice Administrative ServicesA wealth management firm in Portland seeks a Client Service Associate to join its team. This role involves servicing clients, onboarding new clients, and maintaining client information. Ideal candidates will have experience in customer service and a desire to build a career in wealth management. The position offers a competitive salary ranging from $62k to $72k plus bonuses and a comprehensive benefits package including paid parental leave and wellness reimbursement. It's a hybrid position requiring 2-3 days in the office weekly.#J-18808-Ljbffr