Remote Client Service Associate

About the role

Our client, a local boutique wealth management firm, is looking for a Remote Client Service Associate who thrives at the intersection of client service, portfolio operations, and investment execution. This is an opportunity to become a trusted partner within a close-knit team, helping ensure clients receive a seamless experience while supporting the day-to-day mechanics that keep portfolios running smoothly.

Responsibilities

• Executing trades
• Rebalancing portfolios
• Monitoring accounts to ensure alignment with client objectives
• Managing account openings, maintenance requests, money movements, and transaction processing
• Working closely with advisors and portfolio managers to translate investment strategies into action
• Ensuring operational excellence behind every client interaction
• Serving as a go-to resource for clients, custodians, and internal stakeholders
• Coordinating meetings and managing schedules
• Resolving service requests
• Maintaining critical records
• Supporting compliance initiatives
• Assisting with special projects
• Contributing to process improvements that enhance efficiency and the overall client experience

Requirements

• 2+ years of experience in investment operations, trading, or financial services (RIA experience preferred)
• Series 65 License (or willingness to obtain within 90 days of employment)
• Familiarity with custodial platforms (e.g., Schwab, Fidelity) preferred
• Experience with portfolio management (reallocations, rebalancing, etc.) preferred
• Must be based in the Portland/Lake Oswego area to accommodate occasional on-site meetings (remote role)

Skills

• Curious, proactive, and naturally dependable
• Effective communication skills
• Solutions-oriented mindset
• Ability to stay composed when priorities shift
• Enjoy taking ownership and collaborating with a high-performing team
• Find satisfaction in both precision and service