Registered Client Services Associate $65k-$75k DOE

• Job Description

​**To be considered, your primary residence will need to be located within a 90-mile radius of the Greater Portland, OR Metropolitan area**

Are you ready to elevate your career in the financial services industry? Our client is recognized as one of the top 10 Best Places to Work in 2024, offering a unique opportunity for you to build long-term, dedicated relationships with existing clients as you guide them through wealth management and retirement planning strategies. As a Registered Client Services Associate, you will enjoy the flexibility of this full-time remote opportunity as an integral part of a culture that values occasional in-person collaboration and fosters meaningful connections with your peers.

What You Will Do

In this role, you’ll play a crucial role in enhancing relationships with their esteemed high-net-worth clients. Managing assets ranging from $250,000 to $1 million, you’ll address complex service and investment needs, drive customer loyalty, and unlock business development opportunities.

Specific Responsibilities:

• Engage with clients via inbound calls, offering guidance on products and services
• Process customer requests, including options, equities, mutual funds, fixed-income trades, and specialized monetary transactions

What They Need From You

• Active Series 7, Series 63, 65, or 66 licenses required
• 2-3 years of financial services industry experience
• Strong technological savvy and a quick learner of new tools
• Broad-based knowledge of financial planning concepts
• Proven customer service and problem-resolution skills
• Ability to influence and enrich the customer experience through consultative skills

Their Investment in You
Our client recognizes that its employees are its greatest asset. It offers a competitive total rewards package, including a stable base salary and quarterly bonuses ranging from $65,000 to $75,000 annually.

(**Job duties, location, relevant experience, and other factors will determine your placement within this range**)

In addition to a competitive base salary, their comprehensive benefits package includes:

• Market-leading retirement plans
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Health care coverage, emotional well-being support, and more

Seize the opportunity to grow with our client; Apply Now!