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Client Relationship Specialist | Portland, Remote Days

Ferguson Wellman and West Bearing

Portland, OR
  • Remote job

Ferguson Wellman Capital Management in Portland, Oregon, is seeking a Client Relationship Associate to deliver exceptional service to clients and support day-to-day account administration, including paperwork, reporting, and client communications. The full-time, on-site role may be filled at CRA, Lead CRA, or Senior CRA depending on experience, with opportunities to lead initiatives, coordinate meetings, assist with IRAs, transfers, and gifting, and collaborate with portfolio managers; travel #J-18808-Ljbffr Ferguson Wellman and West Bearing

Vacancy posted 2 days ago
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