Wealth Management Client Services Associate

PowerToFly

A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. The successful candidate will possess strong interpersonal skills and a detail-oriented mindset. Responsibilities include assisting clients with their needs, managing account information, and providing administrative support. Ideal candidates will have a high school diploma, relevant licenses, and experience in the financial industry. The firm offers a dynamic working environment with comprehensive employee benefits. #J-18808-Ljbffr PowerToFly

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Vacancy posted 2 days ago

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