Senior Client Service Associate

Company Overview:

We are a woman-owned, independent financial services firm located in Beaverton, Oregon with an empowered and growing team. We employ a unique method of financial planning and build relationships of trust and collaboration with our clients. Our fearless leader has been in the financial services industry since 1996 and started this firm in 2008. She has been awarded locally and nationally for her dedication to attracting more women to the financial services industry, community involvement, and leadership in the Portland Metro area.

As we move into the future of our firm, there is an open role for a Senior Client Service professional. We are a small team, so each role is uniquely important at our firm, and we never hesitate to support each other. We believe in living a full and balanced life. We hold happiness, integrity, and respect as our core values, and we look for professionals whose values align with ours.

Position Overview

The Senior Client Service Associate is the front line of our team and shields the Advisory Team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You are a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. Successful candidates are detail oriented and excellent communicators who are able to grasp customer and teammate needs and develop unique ways to fulfill them. Due to the nature of our industry, this is an in-office position.

Essential Functions:  
This position is responsible for, but not limited to the following:

Client Service

• Establishing, building, and maintaining client relationships
• Collaborating in a team environment to deliver a seamless and integrated client experience
• Assisting clients with inquiries and problem resolution related to their accounts and operational needs
  
• Act as the client point of contact for operational items
• Educate clients on account services and capabilities
• Onboard new relationships
• Client follow up
• Follow the highest standards of business and professional ethics as well as legal and regulatory requirements

Team Support

• Transparent communication 
• Maintain team pipeline - tracking, reporting, growing
• Maintain team calendar
• Assemble and deliver various reports on a weekly, monthly, quarterly, and one-off basis
  
• Utilizing CRM for action items, reports, and information
• Attend all regular team huddles and meetings
• Provide basic research by pulling reports from various sources
• Assist in all aspects of the client service expereince
  
• Cross train and provide guidance to junior team members as needed

Advisor Support

• Provide operational, client service, and administrative support to Advisory Team
• Function as point of contact for clients if Advisor is out of the office
• Prepare materials for client and prospect presentations
  
• Complete trades as assigned by the Advisor, if licensed
  
• Scheduling and calendar maintenance support
  
• Support community involvement activities
  
• Prospecting assistance

Financial Planning Support

• Report running - retirement projections, college funding projections, etc.
• Engage and support clients through the data collection process
• Analyze and research information for plan development
  
• Organize, review, and prepare the data for analysis
• Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner
  

Qualifications:

• Bachelor’s degree highly preferred, or some post-secondary education and equivalent work experience 
• At least 5 years (7 or more years preferred) of progressive client service and operations experience in investment management, financial planning, and insurance
• FINRA licensing (Series 7, 65, 66) highly preferred; or ability to obtain
• Experience with National Financial, Envestnet, and Pershing platforms is a plus
• Excellent organizational skills; ability to prioritize and manage multiple projects
• Strong written and verbal communications skills; ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner
• Empathy and high emotional intelligence are needed in dealing with sensitive client issues
• Excellent computer skills; experience with Microsoft 365 and other technology solutions (Google Calendar, Outlook, ScheduleOnce, Trello, Redtail, eMoney, RightCapital and MoneyGuidePro, etc.) highly preferred 
• Outstanding attention to detail with accuracy and follow through
• Relationship-oriented, values-focused, and results-driven
  
• Self-motivated, enthusiastic, and positive
  
• Strong work ethic

Compensation and Benefits:

• This is a W-2, hourly role. Base compensation range for this position is $78K-$83K. We also have a bonus program based on a percentage of salary, paid up to three times per year.
• Retirement plan with 3% company match
• Paid time off program
  
• Health Insurance (Providence) and Vision - 75% employer paid for employee
• Professional Development program

Salary : $78,000 - $83,000