Senior Client Service Associate

5 days ago


Portland, Oregon, United States TalentLink Solutions Full time

Job Title: Senior Client Service Associate

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Salary Range: $60,000-$80,000 per year

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TalentLink Solutions is a leading wealth management firm with over $1 billion in assets. We are seeking a highly skilled and experienced Senior Client Service Associate to join our team.

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The ideal candidate will have a strong background in client service, financial planning, and operations. They will be responsible for providing exceptional support to our advisors, clients, and the overall growth of the firm.

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Key Responsibilities:

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  • Establishing and maintaining client relationships through effective communication and problem-solving skills\
  • Collaborating with the advisory team to deliver seamless and integrated client experiences\
  • Assisting clients with inquiries and resolving issues related to their accounts and operational needs\
  • Performing administrative functions, including data collection, reporting, and analysis\
  • Attending client meetings, disbursement assistance, and providing basic research on various platforms
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Requirements:

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  • Bachelor's degree or equivalent work experience\
  • Minimum 5 years of progressive client service and operations experience\
  • FINRA licensing (Series 7, 65, 66) preferred; ability to obtain within 6 months\
  • Excellent organizational skills, attention to detail, and follow-through\
  • Strong communication and interpersonal skills\
  • Self-motivated, enthusiastic, and positive attitude\
  • Experience with Microsoft 365 and Schwab/Pershing platforms a plus


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