Client Service Associate – Wealth Management

About the Role

We are a growing, fee-only wealth management firm seeking a polished, detail-oriented Client Service Associate to serve as the central hub of our client experience.

This position is critical to maintaining client trust, operational accuracy, and long-term relationship retention. You will work closely with financial advisors and leadership to ensure client accounts are handled with precision, care, and confidentiality.

If you thrive in structured environments, enjoy building strong client relationships, and take pride in operational excellence, this role offers meaningful impact and long-term growth opportunity.

Location: Eugene, OR (In-Office)
Compensation: $60,000+ DOE + Benefits
Schedule: Full-Time

What You’ll Own

• Serve as the primary point of contact for clients, delivering a high-touch service experience

• Support advisors with account servicing, documentation, and client communications

• Manage onboarding processes for new clients with accuracy and professionalism

• Maintain CRM records, client files, and compliance documentation

• Coordinate internal workflows to ensure timely resolution of client needs

• Prepare reports and support account review preparation

• Assist with operational improvements and process documentation

• Contribute to client retention and relationship growth initiatives

What Makes You a Strong Fit

• 3–7+ years in financial services, banking, insurance, accounting, or professional office administration

• Strong attention to detail and documentation accuracy

• Experience using CRM systems or financial/account management software

• Ability to manage multiple priorities in a deadline-driven environment

• High level of discretion and confidentiality

• Professional communication skills (written and verbal)

• Comfortable learning new technology systems

• Notary (or willingness to obtain — firm sponsored)

Why Join Us

• Stable, fee-only advisory model

• Long-term client relationships

• Healthcare benefits

• 401(k)

• Paid leave

• Growth opportunity within operations and client service leadership

Additional Requirements

• Clean background (fingerprinting required)

• Ability to travel occasionally for training or meetings