Role Overview
Elevate Wealth Advisors is hiring a Client Services Professional to streamline operations and elevate our client experience. In this role, you will manage schedules, prepare critical financial documents, and serve as the primary point of contact for our valued clients. The ideal candidate possesses exceptional organizational skills, high attention to detail, and a professional demeanor suited for wealth management.
Key Responsibilities
1. Manage Client Relations
- Deliver exceptional personalized service to ensure clients feel understood and informed.
- Schedule reviews and manage advisor calendars efficiently.
2. Execute Operations & Compliance
- Prepare, coordinate, and maintain paperwork for accounts and transfers.
- Maintain Redtail CRM systems with accurate client data.
3. Provide Administrative Support
- Coordinate mail, office supplies, and daily vendor logistics.
- Answering and problem-solving incoming telephone, voicemail, e-mail and in-person requests professionally and courteously.
Compensation & Schedule:
- Fully in-person at our office in Oregon City
- 20 – 30 hours per week
- Pay Range: $20.00 – $25.00 per hour (based on experience)
Required Qualifications
1. Education & Experience
· High School diploma required; Bachelor’s degree preferred
· 2+ years in financial services or professional offices preferred
2. Skills
· Experience with Microsoft Office preferred
· Experience with LPL Clientworks Software, Redtail CRM is a plus.
· Must be solution-oriented, able to take initiative, highly organized with a strong attention to detail, and communicative.
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
