36 Client Services Associate Jobs in Portland, OR
Boly:Welch is Hiring a Client Services Associate Near Portland, OR
Industry: Financial Services
What Matters Most
- 1 years of experience as a client service associate in the wealth management space
- Series 65 preferred
- Bachelor’s degree preferred
As a Client Service Associate, you’ll utilize your client-facing experience to foster strong relationships, develop successful workflows, and assist with administrative tasks. Success will follow your understanding of compliance issues and the ability to work collaboratively with leadership to meet requirements and help maintain the integrity of client data.
You’ll be relied on to assist clients with IRA distributions, provide tax information, satisfy money movement requests, and prepare account paperwork for new and existing clients. This role could be a great next step in your career, as you can expect to learn from a dynamic team and grow your expertise in all things investing and finance.
Your New Organization: We work with many growing, innovative investment firms that offer high-touch client service — and they’re always looking to meet the greatest new talent in the industry!
You can expect collaborative team environments with benefits such as PTO, extensive medical coverage, disability and life insurance, and 401(k) plus match.
Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for these and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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Job Summary
Full Time
$63k-83k (estimate)
07/04/2024
08/18/2024
solarissolutions.com
Portland, OR
<25
Related Companies
The job skills required for Client Services Associate include Client Service, Leadership, Attention to Detail, Integrity, Financial Services, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
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