Client Service Associate - Wealth Management

TalentLink Solutions is seeking a Client Service Associate for Wealth Management in Happy Valley, OR, with a focus on delivering exceptional client service for impact-focused investment clients. The role involves client communication, onboarding, and back-office support, requiring 3+ years in financial services and familiarity with industry software. The position is primarily based in Portland, OR, but hybrid arrangements may be available for the right candidate.
Job DescriptionJob DescriptionWe are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. This position is based in our satellite office in Portland, Oregon. Hybrid arrangements may be considered for the right fit.

As a successful candidate, you are optimistic and organized, have exceptional attention to detail, and are an excellent communicator. Above all, you are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You have strong working knowledge of industry software and systems, thrive on collaboration, and are passionate about being part of a team working towards environmental sustainability and social justice.




We are an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We are fee-only, employee-owned, and a certified B Corp. Our small but mighty team serves values-aligned individual, family, and institutional clients across the country from our home office in Boise, Idaho, and our satellite office in Portland, Oregon.




Our mission is to tap the power of capital to shape and sustain a safe, just, thriving world. Our values include trust, excellence, generosity, diversity, professionalism, and a dedication to working for justice and the climate – all while striving to be a model of joy and resilience in this challenged world. If this description inspires you, we would love to meet you!




KEY RESPONSIBILITIES

As Client Service Associate, you'll regularly communicate with clients and complete back-office work to provide a compelling client experience. You will:

Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional mannerOnboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systemsProvide ongoing client service; efficiently handle client requests for cash movements, transfers, and account updates working closely with our selected custodians (primarily Charles Schwab)Capture notes from client calls and meetings; fully leverage and optimize the use of our CRM system (Redtail) and electronic files (Dropbox)Help ensure that office operations (files, phones, email, mailings) are in good working order and have a focus on environmental sustainabilityCoordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)Help advance our commitment to social impact and sustainability


WHAT IT TAKES

3+ years of experience in the financial services industry, preferably in a Registered Investment Advisor environmentBachelor’s degree highly preferred; financial services or other related professional experience may substituteFamiliarity with financial industry software and systems, including custodial platforms (Schwab), project management software (Asana), portfolio management systems (Black Diamond), and CRM software (Redtail)Exceptional organizational skills, professional demeanor and a love for checklists!Excellent written and oral communication skillsA commitment to excellence; detail-oriented and client-focusedAbility to work as part of a team in a fun, hardworking, and progressive firmPassion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic developmentTech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quicklyA commitment to ongoing professional development


THE BENEFITS

We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth. The base salary for this position is $70,000-$90,000, depending on experience.




EQUAL EMPLOYMENT OPPORTUNITY

We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.




Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.