Financial Services Representative

2 days ago


Portland, Oregon, United States Delap LLP Full time
Delap LLP is a dynamic and innovative CPA firm in Oregon, recognized for delivering exceptional financial and accounting solutions to businesses and high net worth individuals. As a Client Service Associate, you will play a crucial role in new wealth management client onboarding, preparing client reports, and maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian.

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