Job Description
If you’re interested in building your career in financial services, our client has a fantastic opportunity to join one of their wealth management teams! As a Client Service Associate on one of their largest teams, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
This position is located in NE Portland with working hours from 8:00 am - 5:00 pm. They have a hybrid work environment with the ability to work from home on Fridays
Specific responsibilities include:
- Prepare and process documentation related to client onboarding and maintenance
- Open brokerage accounts, establish cashiering needs, set up online reporting
- Update cost basis, track required minimum distributions, reconcile account information
- Send and receive documents to and from clients, their advisors, and investment custodian
- Log all activities in the...