Senior Client Relationship Specialist

7 days ago


Portland, Oregon, United States TalentLink Solutions Full time
Job Description:

TalentLink Solutions is a leading provider of wealth management solutions, and we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our operations department, you will play a critical role in delivering exceptional client service and support.

About the Position:

This is an exciting opportunity for a motivated and experienced professional to join our team and contribute to our success. The ideal candidate will have a strong background in client service and operations, with excellent organizational skills, attention to detail, and the ability to work independently.

Key Responsibilities:

  • Establishing, building, and maintaining client relationships according to client service matrix and segmentation standards
  • Collaborating in a team environment to deliver a seamless and integrated client experience
  • Assisting clients with inquiries and problem resolution related to their accounts and operational needs
  • Performing administrative functions for family office clients
  • Acting as the client point of contact for operational items
  • Educating clients on account services and capabilities
  • Onboarding new relationships
  • Attending client meetings
  • Disbursement assistance
  • Client follow-up

What We Offer:

TalentLink Solutions offers a competitive compensation package, including a salary of approximately $80,000 per year, commensurate with experience and qualifications, as well as a range of benefits and opportunities for professional growth and development.



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