Senior Client Relationship Manager

2 days ago


Portland, Oregon, United States TalentLink Solutions Full time
About the Role

TalentLink Solutions is a leading wealth management firm, seeking a highly skilled Senior Client Service professional to join our team. We offer a full benefits package and a hybrid office schedule to our team members.

This role requires an administrative pro who is organized, able to work independently, and thoroughly enjoys being part of a team. You will support our advisors, clients, and continued growth, ensuring smooth firm-wide operations centered on client service.

Responsibilities:

  • Facilitating and maintaining ongoing client support
  • Answering general inquiries and handling various client matters
  • Preparing required documents and research

Requirements:

  • Bachelor's degree highly preferred, or equivalent work experience
  • Minimum of 5 years of progressive client service and operations experience in investment management, financial planning and insurance

Benefits:

  • Full benefits package
  • Hybrid office schedule

Estimated Salary: $80,000 - $110,000 per year, depending on experience.



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