Client Service Associate

Client-focused Client Service Associate to support our advisors and clients in our downtown Portland office. This role is well suited for an early-career professional with strong administrative skills, sound judgment, and an interest in building a career in wealth management.

WHAT YOU'LL DO

· Provide day-to-day administrative and client-service support to advisors and portfolio managers.

· Respond to routine client requests involving cash transfers, deposits, withdrawals, gifting, statements, tax documents, and account information.

· Prepare account-opening and maintenance paperwork, gather documentation, and follow up on outstanding items.

· Work with custodians and financial institutions to process requests and resolve routine service issues.

· Maintain accurate client records and assist with new-client onboarding, meeting preparation, reports, and follow-up.

· Support IRA distributions, Required Minimum Distributions, charitable gifts, and other transactions with guidance from experienced team members.