TalentLink Solutions · 23 hours ago
Client Service Associate - Wealth Management
Portland, OR
Full-time
Hybrid
Mid Level
$70K/yr - $90K/yr
3+ years expTalentLink Solutions is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management and personalized financial planning. The Client Service Associate will be responsible for delivering exceptional service to clients, managing onboarding processes, and ensuring smooth communication and operations.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional manner
Onboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systems
Provide 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 sustainability
Coordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)
Help advance our commitment to social impact and sustainability
Qualification
Required
3+ years of experience in the financial services industry, preferably in a Registered Investment Advisor environment
Bachelor's degree highly preferred; financial services or other related professional experience may substitute
Familiarity 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 skills
A commitment to excellence; detail-oriented and client-focused
Ability to work as part of a team in a fun, hardworking, and progressive firm
Passion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic development
Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly
A commitment to ongoing professional development
Benefits
Competitive compensation package
Base salary plus bonus
401k with company match
Health insurance including dental and vision coverage
Paid and volunteer time off
Opportunities for training and career growth
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase