Client Service Associate

Job Description

Job Description

Client Service Associate / Relationship Manager

Legacy Wealth Partners, Inc.

Portland OR

www.legacy-wealth-partners.com

What We Offer & Our Commitment to You

At Legacy Wealth Partners, you will join a fast-paced team that values efficiency, initiative, and continuous improvement. We are committed to creating an environment where ideas are welcomed, constructive feedback is encouraged, and every team member is empowered to help shape the way we grow.

We believe in working hard, playing hard, and showing up with purpose every day. You’ll thrive here if you take ownership, look for ways to make your work and the client experience better, and enjoy being part of a team that holds itself to a high standard. This is not just a job — it is an opportunity to build a career within a firm that is growing, evolving, and investing in the people who make it exceptional. We want to work with colleagues who enjoy showing up and are committed to growing the company. You will excel if you are creative, independent, and do more without being instructed to do so.

As trust is built, so are the benefits : generous compensation, flexibility, and the satisfaction of contributing to a business where your impact is real and valued.

Position Overview

Full time exempt position.

Legacy Wealth Partners seeks a dedicated and detail-oriented Client Service Associate / Relationship Manager to support our financial advisors in delivering exceptional service to our clients. This role is integral to maintaining the high standards of professionalism and care that our clients expect. Candidates should have experience in the investment management industry and be familiar with business processes.

Key Responsibilities

• Coordinate new client onboarding and account setup and maintenance processes.
• Maintain and update client records in Salesforce CRM.
• Monitor and follow up on service requests and ongoing business.
• Schedule client meetings and manage advisor calendars.
• Prepare materials and presentations for client meetings and conferences.
• Collaborate with internal teams to ensure a seamless client experience.

Qualifications

Company Description

“The Office of Nathan Engstrom, affiliated with Eagle Strategies and NYLIFE Securities, helps clients achieve financial goals with integrity and personalized service.”

Company Description

“The Office of Nathan Engstrom, affiliated with Eagle Strategies and NYLIFE Securities, helps clients achieve financial goals with integrity and personalized service.”