Registered Client Associate

United States - Oregon Business management, administration and support Global Wealth Management Job Reference # 337775BR City Portland Job Type Full Time Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation for opening new accounts and service requests • plan team marketing events and maintain marketing materials • provide the team with a detailed calendar of activities Your team You’ll be working in the Portland office, supporting a team of financial advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed f