Client Services Associate

Client Services Associate

Full Time

Reports to: Director of Operations

Progressive Investment Management’s vision unites social and environmental mission with investment management discipline and memorable service to our clients. We are a small team of professionals who strive for quality, integrity, and kindness throughout our work – and we are looking for our next team member. If you’re seeking an opportunity to apply your client service skills within a collaborative financial services firm committed to social and environmental impact, we’d love to meet you.

ABOUT THE POSITION

As Progressive’s Client Services Associate, you will partner with our Client Services Manager to maintain a strong link between our clients, Advisors, and Investment Management team. This position receives service requests from clients, documents those requests, completes specific tasks, and keeps clients informed and supported throughout the process. Key service functions include money movements and asset transfers, charitable contributions and grants, and maintenance of account information. To thrive in this position, you’ll rely on your skills of proactive communication, attention to detail, follow-through, and accurate, clearly written documentation. In our experience, fulfillment in this role comes from satisfaction in completing recurring tasks, a desire to understand the why behind the work, and comfort with adapting to evolving systems and platforms.

RESPONSIBILITIES

Primary responsibilities of this role will include:

• Serve as a friendly, professional, and reliable point of contact for clients, promptly responding to inquiries, ensuring thorough and clear communication at every step, and managing requests in Salesforce to maintain seamless support.
• Facilitate client transactions, money movements, charitable contributions, and account maintenance with our custodian, Charles Schwab, ensuring accuracy and timeliness.
• Support information gathering from Advisors and Investment Team as assigned by Client Services Manager.
• Maintain accurate and compliant records and documentation to fulfill internal policies and regulatory requirements.
• Provide thoughtful administrative support across the office, by preparing, digitizing, and updating documents, ensuring client-facing information is accurate, and maintaining availability of office supplies and resources.
• Collaborate proactively with colleagues on a range of tasks, including supporting more complex client requests, timely production of client reports, and contributing to continuous improvements in team workflows and processes.

EDUCATION, SKILLS, AND ABILITIES

We are seeking candidates with the following qualifications:

Required:

• Education: Associates degree or some college coursework
• At least 2 years in client service or customer-facing roles within financial services, lending, legal, or another regulated industry
• Demonstrated ability to process financial transactions consistently with accuracy and timeliness
• Proficiency with Microsoft Excel, including creating vlookups, filters, pivot tables, and formulas
• Experience working with CRM software to accurately maintain contact records and coordinate team workflows
• Comfortable using Adobe Acrobat for digitizing, highlighting, and annotating client documents
• Skilled with Microsoft Word to update and maintain clear, professional documents
• Commitment to upholding rigorous standards of ethics, privacy, and quality in all interactions
• Strong personal initiative and work ethic, with a reliable ability to prioritize and manage multiple tasks efficiently
• Detail-oriented mindset with a passion for accuracy and high-quality work
• Effective written and verbal communication skills that facilitate your warm professional engagement with clients and colleagues
• Collaborative team player who enjoys working closely with colleagues to deliver exceptional client experiences

Preferred:

• Education: Bachelor’s degree
• Experience protecting secure personal data using tools such as portals and encrypted email
• Software: Microsoft SharePoint, Teams, and Outlook • Software: Salesforce
• Software: Schwab Advisor Center
• Software: DocuSign

WHY JOIN PROGRESSIVE

Progressive values creating an environment where our team can deliver our best work for our clients and contribute to our broader mission. We are a certified B Corporation and view business as a path to fight climate change and improve social equity. We strive to keep that ideal central in our investment process, our interactions with clients, and our business operations. Founded in 1982, Progressive Investment Management is considered a pioneer in the field of social and environmental investing. We are a fee-only Registered Investment Advisor serving high-net worth individuals, organizations, and mission-driven companies. We are focused on investment excellence with a disciplined, longterm approach. As of December 31, 2024 we had approximately $690 million in assets under management.

COMPENSATION AND BENEFITS

Starting salary range is $65,000 depending on experience

Progressive’s compensation and benefits package includes:

• Health insurance (medical, dental, vision) - 100% premiums paid for employee / 50% premiums paid for employee’s dependents
• Option for health savings account or flexible spending account
• Dependent care flexible spending account
• Vacation (15 days in years 1-2), ten paid holidays, and sick/caregiver leave
• 401(k) plan with 6% match
• Employer-paid life insurance and long-term disability insurance
• Bike commute and transit reimbursement
• Charitable giving matching funds and company volunteer events

This role is based in our Lake Oswego, OR office. Hybrid-remote schedule is available with prior approval.

Applicants must have U.S. work authorization. The selected candidate must undergo a background and credit screening as a condition of hire. Progressive Investment Management is an Equal Employment Opportunity employer and strives to provide equal opportunity to all employees and qualified applicants without regard to race, religion, color, sex, age, national origin, sexual orientation, gender identity, genetic information, physical or mental disability, veteran’s status, marital status, domestic partner status, or any other status protected under applicable local, state or federal nondiscrimination laws.