Client Services Associate

Job Description

Job Description

Salary : 39,000 - 44,000

Description :

Our team is actively seeking a Client Services Associate for our Corvallis or Salem office. Our firm is comprised of fun, compassionate, community-minded individuals who love being part of a diverse and energetic team. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, delighting our clients, and embracing our team culture. The ideal candidate must also be devoted to our commitment to care deeply about our clients and their financial lives.

Responsibilities & Activities :

• Support Financial Advisor(s) in ways that provide service to current and future clients
• Plan and prepare for client appointments, helping multiple Financial Advisors across multiple locations
• Assist with appointment scheduling and follow-up tasks
• Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research
• Participate in client appointments, prepare / track account paperwork, and ensure a seamless onboarding process for new clients
• Build and foster stronger relationships with existing client base
• Manage client concerns and requests

Required Knowledge, Skills & Abilities :