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PowerToFly

Wealth Client Relations Specialist

PowerToFly, Portland, Oregon, United States, 97204

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A financial services firm is seeking a Registered Client Relationship Analyst in Portland, Oregon. This role focuses on providing exceptional client service and supporting Financial Advisors' teams by managing client inquiries and account maintenance. Candidates should have a strong understanding of financial products and excellent interpersonal skills. A high school diploma is required, and a college degree along with relevant certifications is preferred. The position offers opportunities for career growth in a dynamic firm. #J-18808-Ljbffr