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PowerToFly

Wealth Management Client Services Associate

PowerToFly, Portland, Oregon, United States, 97204

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A leading financial services firm in Portland, OR is seeking a Registered Client Service Associate to provide exceptional service to clients. In this role, you will support Financial Advisors and Private Wealth Advisors daily, helping to build client relationships and assist with various requests. Qualified candidates should have strong interpersonal skills and knowledge of financial products. A high school diploma is required, with a preference for further education. The company offers substantial employee benefits. #J-18808-Ljbffr