Client Experience Associate, WealthFactor Team Lake Oswego, OR

2 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 management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. This position is a full-time on-site position in our Lake Oswego office. Role: We’re looking for a Client Experience Associate to join the WealthFactor team at Farther. WealthFactor prides themselves on providing personalized, holistic wealth management that optimizes for risk, fees, and taxes. They are a fee-only fiduciary firm that puts their clients first, offering expert advice to help them steward their wealth well. WealthFactor believes in delivering top-tier expertise in the most personalized way. Join them, and be part of a team that is efficient, realistic, and adept at optimizing wealth for our clients. The ideal candidate should have at least 5 years of hands-on custodial experience using Schwab and Black Diamond. Familiarity with Right Capital is a plus. We value team members who are servant-hearted, detail-oriented, and thrive in an asynchronous collaborative environment. Responsibilities: Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians. Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data and reports. Financial Planning Support: Collaborate with our team of experts and planners, keeping good organized records for our prospects and clients. Client Interaction: Participate in client communications, focusing on understanding the client, their situation and the actionable items that come out of those interactions. Launch and monitor the task actions needed to execute client actions. Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings. Compliance: Ensure compliance with regulatory requirements and internal policies. Qualifications: 5+ years working for a fee-only independent RIA. 5+ years working with Schwab and/or Fidelity. 5+ years experience with Black Diamond. Proficiency with G-Suite is required. Bachelor's degree in Finance, Business, or related field: Preferred. Exceptional attention to detail. Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion. Strong electronic and verbal communication skills. Collaborative mindset with the ability to work effectively within a team environment. #J-18808-Ljbffr



  • 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...


  • Lake Oswego, Oregon, United States Avamere Lake Oswego Operations Investors Full time

    Job DescriptionAvamere Lake Oswego Operations Investors is seeking a Physical Therapy Assistant to join our team in Lake Oswego, OR. As a Physical Therapy Assistant, you will work closely with our licensed Physical Therapist to implement and execute patient treatment plans.Key Responsibilities:Implement and execute patient treatment plans under the...

  • Sales Associate

    4 weeks ago


    Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full time

    Job Title: Sales AssociateYogaSix - Lake Oswego is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will play a key role in supporting the General Manager in driving sales growth and delivering exceptional customer service.Key Responsibilities:Lead Generation and Membership Sales: Develop and execute...


  • Lake Oswego, United States Protouch Staffing Full time

    RN Home Health, Lake Oswego, OR - Local or Travel Must be flexible to cover all territories under Lake Oswego branch 13 weeks Monday thru Friday, 8am - 5pm, 40 hours per week. On call required 28 units of productivity Must have prior HH experience, HCHB or training before start required Skills Homecare Homebase Software Experience - Required OASIS...

  • Physical Therapist

    4 days ago


    Lake Oswego, United States BMPT-Lake Oswego, OR (0010-1373) Full time

    DetailsClient Name BMPT-Lake Oswego, OR (0010-1373) Job Type Travel Offering Allied Profession Physical Therapist Specialty Rehabilitation Job ID 29060294 Job Title Physical Therapist - Rehabilitation Weekly Pay $2060.0 Shift DetailsShift 5x8 Days Scheduled Hours 40 Job Order DetailsStart Date 11/18/2024 End Date 02/16/2025 Duration 13 Week(s) Client...

  • Front Desk Associate

    3 weeks ago


    Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Front Desk Associate at YogaSix - Lake Oswego.Key Responsibilities:Provide exceptional customer service to members and guestsAssist with new membership sales and retentionAnswer membership questions and provide information about classes and servicesTransact...

  • Physical Therapist

    3 days ago


    Lake Oswego, United States BMPT-Lake Oswego, OR (0010-1373) Full time

    DetailsClient Name BMPT-Lake Oswego, OR (0010-1373) Job Type Travel Offering Allied Profession Physical Therapist Specialty Physical Therapist Job ID 29060382 Job Title Physical Therapist - Physical Therapist Weekly Pay $2140.0 Shift DetailsShift 5 x 8 Days Scheduled Hours 40 Job Order DetailsStart Date 11/18/2024 End Date 02/16/2025 Duration 13 Week(s) Job...


  • Lake Oswego, Oregon, United States Oswego Health Full time

    Job Title:Registered NurseJob Summary:The Registered Nurse works under the direction and supervision of the Physician or patient care provider and the general direction of the Practice Manager, in accordance with the objectives, policies and procedures of Physician Care and established professional standards.Provides care to patients of all ages, newborn...


  • Lake Oswego, Oregon, United States 100% Chiropractic of Lake Oswego, OR Full time

    Chiropractic Practice OpportunityWe are seeking a passionate and dedicated individual to join our team at 100% Chiropractic of Lake Oswego as a Chiropractor (to own). This is a unique opportunity to take ownership of your own practice and make a positive impact on the health and wellness of our community.Key Responsibilities:Serving patients and helping them...


  • Lake Oswego, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years nursing experience required.Sunbelt Staffing, a nationwide healthcare staffing agency, is currently seeking a dedicated and experienced Contract Home Health Registered Nurse to join our client, a renowned nationwide home health company, in Lake Oswego, OR. If you are passionate about providing exceptional care...


  • Lake Oswego, Oregon, United States Protouch Staffing Full time

    Job DescriptionProtouch Staffing is seeking a skilled Registered Nurse for a Home Health position in Lake Oswego, OR. The ideal candidate will have experience in a clinical care setting and be flexible to cover all territories under the Lake Oswego branch.Key Responsibilities:Provide high-quality patient care in a home health settingWork collaboratively with...


  • Lake Oswego, Oregon, United States CenterWell Home Health (CWHH) Lake Oswego OR Full time

    Home Health Registered Nurse OpportunityAre you a compassionate and skilled Registered Nurse looking for a challenging and rewarding career in home health? We have an exciting opportunity for a Travel Nurse - Home Health Position at CenterWell Home Health (CWHH) Lake Oswego OR.Key Responsibilities:• Provide high-quality patient care in a home health...

  • Sales Representative

    2 months ago


    Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full time

    Job SummaryYogaSix - Lake Oswego is seeking a highly motivated and results-driven Sales Specialist to join our team. As a Sales Specialist, you will be responsible for supporting the General Manager in overseeing the sales process and ensuring customer service standards are upheld.Key ResponsibilitiesLead Generation and Membership Sales: Develop and...


  • Lake Oswego, Oregon, United States Oswego Health Full time

    Medical Surgical Nurse OpportunityOswego Health is seeking a skilled Medical Surgical Nurse to join their team. As a Medical Surgical Nurse, you will provide high-quality patient care in a fast-paced environment.Responsibilities:Provide direct patient care to Medical Surgical patientsDevelop and implement individualized patient care plansCollaborate with...


  • Lake Oswego, Oregon, United States 100% Chiropractic of Lake Oswego, OR Full time

    About the Role:We are seeking a passionate Chiropractor to own and operate their own practice at 100% Chiropractic of Lake Oswego. As a member of our team, you will be dedicated to providing exceptional chiropractic care to our patients and making a positive impact on the health and wellness of our community.Responsibilities:Serving patients and helping them...


  • Lake Oswego, Oregon, United States 100% Chiropractic of Lake Oswego, OR Full time

    About the Role:We are seeking a passionate Chiropractor to own and operate their own practice at 100% Chiropractic of Lake Oswego. As a key member of our team, you will be responsible for providing exceptional chiropractic care to our patients and helping them achieve a subluxation-free lifestyle.Our ideal candidate is a Doctor of Chiropractic degree holder...


  • Oswego, United States Oswego Health Full time

    Job Title: Registered Nurse ` Department: Physician Care PCReports to: Practice Manager Revision Date: 8/7/2020Grade Level: 24 Status: Non-ExemptJob Summary: The Registered Nurse works under the direction and supervision of the Physician or patient care provider and the general direction of the Practice Manager, in accordance with the objectives, policies...


  • Lake Oswego, United States Sunbelt Staffing Full time

    Job DescriptionJob DescriptionMinimum 1+ years nursing experience required.Job Title: Home Health Registered Nurse (RN)Location: Lake Oswego, ORType: ContractDuration: 13 weeksShift: Monday-Friday, with potential on-callJob Description: Sunbelt Staffing is hiring an experienced Home Health Registered Nurse (RN) for a 13-week contract in Lake Oswego, OR. This...

  • Sales Specialist

    3 weeks ago


    Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full time

    Job OverviewThe Sales Specialist is a key member of our team, responsible for driving sales growth and delivering exceptional customer service at YogaSix - Lake Oswego. This role requires a strong sales background, excellent communication skills, and the ability to work in a fast-paced environment.Key Responsibilities:Lead generation and membership salesWork...


  • Oswego, United States Oswego Health Full time

    Job Title: Registered Nurse ` Department: Oswego Health Medical PracticeReports to: Practice Manager Revision Date: 8/7/2020Grade Level: 24 Status: Non-ExemptJob Summary: The Registered Nurse works under the direction and supervision of the Physician or patient care provider and the general direction of the Practice Manager, in accordance with the...