Client Service Associate - Wealth Management

Overview

Our client is a fee-only wealth management firm seeking an experienced Client Service Associate to support our advisors and deliver a high-touch client experience. This role is a core part of our advisory operations team and is ideal for someone with prior experience in wealth management, brokerage, trust, or investment advisory environments .

The Client Service Associate works closely with financial advisors and internal partners to manage client service workflows, oversee onboarding and account maintenance, and ensure exceptional service throughout the client lifecycle.

Salary : $60,000+ DOE

Location : Eugene, Oregon

Key Responsibilities

• Serve as a primary point of contact for client service requests, coordinating closely with financial advisors
• Support advisors with ongoing client servicing, including account maintenance, documentation, and follow-up
• Facilitate the onboarding of new clients, ensuring accuracy, completeness, and a smooth transition
• Manage and maintain client records, documentation, and CRM data with a high degree of accuracy and confidentiality
• Coordinate internally to resolve client inquiries efficiently and professionally
• Assist with preparation of client materials, reports, and meeting follow-ups
• Track service requests and ensure timely resolution and communication
• Escalate complex issues appropriately and follow through to completion
• Contribute to a consistent, high-quality client experience that supports retention and long-term relationships

Qualifications

Benefits

Additional Information