Client Services Specialist - CRM & Advisor Support
Cerity Partners
Cerity Partners in Portland, OR is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, and meeting preparation. You will ensure CRM data accuracy, manage client requests, and contribute to improving processes under supervision within a collaborative team. The role emphasizes client service, attention to detail, and a proactive approach to learning investment products while supporting cross‑functional coordination. #J-18808-Ljbffr Cerity Partners
Vacancy posted 2 days ago
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