Client Relationship Specialist (Wealth Management)

The Opportunity: As a Client Relationship Specialist at Cascadia Wealth Advisors, you play a pivotal role as the initial point of contact, delivering exceptional, high-touch, and personalized service to our clients. This integral position encompasses a wide array of administrative and support responsibilities in direct collaboration with our Financial Advisors, Client Services Manager, and our valued clients. The role requires an onsite presence in Portland, working closely with the team and clients

This position is ideal for someone looking to grow within a supportive and dynamic environment, with ample opportunities for professional development and career advancement. If you are passionate about providing high-touch service and building lasting client relationships, we invite you to join our team at Cascadia Wealth Advisors.

About Us: Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise. Visit our website here.

Key Responsibilities:

• Extend a warm welcome to clients and provide exceptional hospitality during in-person meetings
• Coordinate, schedule, confirm and organize client meetings, facilitating both in-person and online appointments, and assisting with note taking as necessary
• Manage phone calls, scan and route incoming mail, transition hard copy files to digital formats, prepare bulk mailings, and oversee incoming and outgoing correspondence for financial service reviews
• Execute administrative and support functions, complete, process, and monitor new account and insurance paperwork, signature collection, data entry into processing systems, digital file maintenance, report generation, and document uploading
• Handle routine client account maintenance items, such as processing name and address changes, bank authorizations, and responding to client queries
• Prepare checks, order office supplies, and run office errands when required
• Coordinate vendors and technical support, ensuring the smooth operation of office equipment
• Arrange travel and accommodations for 2-3 employees, encompassing transportation scheduling, hotel reservations, meal bookings, and travel expense reimbursements
• Occasionally participate in team meetings and monitor the progress of ongoing tasks, projects
• Coordinate the procurement of client gifts, cards, and flowers to acknowledge milestones and life events
• Plan and organize occasional client and company events, including venue bookings, catering arrangements, and guest list.  Maintain a clean, organized, and comfortable office environment
• Other duties as assigned

Qualifications:

• Minimum of 3 years of administrative support experience
• Preferred experience in the financial services industry
• Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs
• Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through
• Strong work ethic, punctuality, dependability, professionalism, and poise in conduct and attire
• Collaboration skills and the ability to thrive in a team-oriented culture
• Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information
• Outstanding interpersonal, written, phone, and email communication skills
• Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint)
• Familiarity with RedTail and Right Capital is a plus

Position Details:

• Full-time, Hourly position in an onsite role at our Portland office at 1805 NW Glisan Street
• Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation, sick, and holiday hours
• Employment background and fingerprinting checks required due to regulatory compliance
• Opportunities for professional growth and development; including continuing education.
• A supportive and inclusive work environment where your contributions are valued.