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PowerToFly

Client Service & Wealth Admin Associate

PowerToFly, Portland, Oregon, United States, 97204

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A financial services firm in Portland, Oregon is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess a high school diploma, strong interpersonal skills, and advanced Microsoft Office skills. Key responsibilities include assisting with client inquiries, managing schedules, and executing transactions. This is an excellent opportunity to join a well-respected firm that offers comprehensive benefits and career growth potential. #J-18808-Ljbffr