Registered Client Service Associate - Tigard,Oregon
Core
Provide administrative support to financial advisors, managing client accounts, scheduling, and operational tasks to ensure smooth practice delivery.
Role type
Client Service Associate (CSA)
Builds
Client account operations and advisor practice support
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client service, account management, CRM proficiency, Microsoft Office Suite, proactive outreach, documentation management
Preferred skills
Series 7 and Series 66 licenses, Bachelor's Degree, problem-solving, time management, relationship building
Responsibilities
Answer phones and schedule appointments, maintain client management systems, assist with new accounts and transfers, conduct proactive client outreach, manage account activities (cash management, distributions), handle client inquiries and coordinate with internal departments, educate clients on account services and technology