Part-Time Client Service & Scheduling Coordinator
AIM Wealth Advisory Group
AIM Wealth Advisory Group in Portland, OR is seeking a meticulous Client Service Associate & Scheduling Coordinator to support our growing practice. This in-office role focuses on managing client appointments, updating CRM records, and delivering responsive, confidential service to clients. The ideal candidate is organized, proactive, and comfortable using technology. You will help coordinate advisor calendars, prepare meeting materials, and maintain accurate client information across Ameriprise #J-18808-Ljbffr AIM Wealth Advisory Group
Vacancy posted 5 hours ago
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