Client Service Associate

1 month ago

Lake Oswego, United States Delap LLP Full time

Do you want to join a winning team? Delap LLP, one of Oregons largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and confidence to client decisions. Delap Wealth Advisory was recently named as a top 10 fastest growing firms in America. Opportunity abounds

The Client Service Associate is responsible for new wealth management client onboarding, preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian. This team member will regularly be the firms conduit of our genuine care for the comfort of our clients. Ultimately, the anticipatory service provided by this role delivers a differentiated client experience.

Delap Core Values:

Engagement– Bring energy, excitement, and positivity to the job. Commit to high levels of quality and client service. Be willing to go above and beyond.

Teamwork– Take time to teach, encourage, and support others. Effectively communicate and actively collaborate. Focus on team success.

Adaptability– Seek opportunities to learn and continually improve. Request feedback and use it to grow. Adjust to challenges to necessary changes with flexibility.

Delap Wealth Advisory Culture:

  • We do only first-class business and only in a first-class way.
  • We take a long view of relationships because we are in the relationship business.
  • We are all different, we recognize that, and we win.
  • We celebrate the good times.
  • We do it for the team and for the client.
  • We play to win and have fun.

Duties and Responsibilities:

  • The Client Service Associate can expect to focus on the following areas:
  • New client onboarding facilitator.
  • Proactively communicate with clients and their advisors, verbally and in writing.
  • Frequent custodian communication via phone and email.
  • Deliver anticipatory client service—troubleshoot problems, schedule, and organize meetings; serve as liaison between advisors, custodian and clients as needed.
  • Manage client information—prepare client reports, submit, and follow up on necessary paperwork, project management, and regularly update CRM.
  • Establish new client portals and mobile application setup.
  • Client specific special projects to help deliver more predictable and profitable financial decisions.

Qualifications:

The Client Service Coordinator position typically requires the following qualifications:

  • Client first attitude.
  • 2-5 years of prior service leadership experience with investment advisory firm or professional service firm.
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software [Redtail].
  • Must be passionate, organized, detail-oriented and able to multitask.
  • Solid written and verbal communication skills.
  • Team player, collaborative, able to work with and through others.
  • Minimum Associate’s Degree.
  • Desire/ability to work successfully in a small company environment.

Benefits & Compensation

  • The firm offers a competitive compensation and benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan.
  • Positive emphasis on health & wellness. Frequent Wellness Challenges.
  • Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.

EEO Statement:

Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

  • Client Service Associate

    4 weeks ago

    Lake Oswego, Oregon, United States Delap LLP Full time

    Delap LLP: A Leader in Financial ServicesWe are seeking a highly skilled Client Service Associate to join our team at Delap LLP, a top-rated CPA firm and investment advisory firm. As a Client Service Associate, you will be responsible for new wealth management client onboarding, preparing client reports, and maintaining contact with clients to provide or...

  • Client Service Associate

    1 month ago

    Lake Oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

  • Client Service Associate

    1 month ago

    lake oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

  • Client Service Associate

    1 month ago

    Lake Oswego, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

  • Client Service Associate

    2 weeks ago

    Lake Oswego, OR, United States Delap LLP Full time

    Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

  • Client Services Liaison

    1 month ago

    Lake Oswego, United States Emerald Staffing Full time

    Job Title: Client Services RepresentativeAbout Emerald StaffingWe are a leading provider of cellular services and mobility solutions, dedicated to delivering exceptional customer experiences. Our team is passionate about innovation and best-in-class service capabilities.Job SummaryWe are seeking a highly organized and detail-oriented Client Services...

  • Scheduling Coordinator

    1 month ago

    Lake Oswego, Oregon, United States Serengeti Care Full time

    Job SummarySerengeti Care Partners is seeking a highly organized and detail-oriented Scheduling Coordinator to join our team. This role is responsible for coordinating schedules for our dedicated team of healthcare professionals, ensuring seamless delivery of care services.Key ResponsibilitiesMaintain accurate and up-to-date scheduling records, ensuring...

  • Client Service Specialist

    4 weeks ago

    Lake Oswego, Oregon, United States McGriff Insurance Services Full time

    Job Summary: McGriff Insurance Services is seeking a highly skilled Client Service Specialist to join our team. As a key member of our sales and service teams, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates. This role requires a strong ability to build and maintain professional...

  • RN Emergency Services

    3 weeks ago

    Lake Oswego, United States HealthEcareers - Client Full time

    Description Providence nurses are not simply valued – they’re invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence...

  • Client Experience Associate, WealthFactor Team

    1 month ago

    Lake Oswego, United States Farther LLC Full time

    Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...

  • Senior Associate, Client Service

    4 weeks ago

    Lake Mary, United States BNY Full time

    Senior Associate, Client Service  At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Senior Associate, Client Service

    4 weeks ago

    Lake Mary, United States BNY Full time

    Senior Associate, Client Service  At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Client Experience Associate, WealthFactor Team Lake Oswego, OR

    4 weeks ago

    Lake Oswego, United States TBWA\Chiat\Day Full time

    Client Experience Associate, WealthFactor Team Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth...

  • Client Services Associate

    2 months ago

    Lake Forest, United States Collabera Full time

    Description Home Search Jobs Job Description Client Services Associate Contract: Mettawa, Illinois, US Salary: $30.00 Per Hour Job Code: 353609 End Date: 2024-10-31 Days Left: 29 days, 3 hours left Apply Job Description: The Client Services Coordinator will assist with various tasks to support in the Digital Lab Operations Team : Key Responsibilities: ...

  • Senior Associate, Client Service

    5 months ago

    Lake Mary, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Senior Associate, Client Services Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of...

  • RN - Emergency Services with Multiple FTEs and Shifts

    2 weeks ago

    Lake Oswego, United States HealthEcareers - Client Full time

    Description RN Emergency Services at Providence Willamette Falls. This position is a night shift with multiple FTEs available: 0.6 and 0.9 For the full time night shift, the shift starts at 6p-6:30 am. For the full time evening shift, the shift starts at 3p-03:30a Sign-on Bonus of $8,000 for Full-Time positions for eligible external candidates...

  • Senior Associate, Client Service

    4 weeks ago

    Lake Mary, United States BNY Full time

    Senior Associate, Client Service  At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • Senior Associate, Client Service

    4 weeks ago

    Lake Mary, United States BNY Full time

    Senior Associate, Client Service At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions...

  • RN - Maternity Services

    1 week ago

    Lake Oswego, United States HealthEcareers - Client Full time

    Description RN - Maternity Services at Providence Newberg Medical Center - 0.9 FTE on a Night shift $8,000 hiring bonus for eligible external hires that meet required qualifications and conditions for payment - this is in addition to the fantastic benefits and compensation package offered by Providence that begin on your first day of employment. ...

  • Client Service Specialist/Administrative

    4 months ago

    Lake Oswego, United States McGriff Insurance Services Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES : This position would work under the direction of current program managers and focus on providing customer service to members who call our toll-free line or email our administrative email inboxes, which are separate from the CSD Pool’s. In addition, this role would provide support with tracking and filing claims...