Client Services Associate Salaries in Lake Oswego, OR

Please answer all questions carefully. Provide administrative support, including but not limited to phone, correspondence, appointments, filing and other…

6 days ago

Receive client calls and resolve questions/issues as needed. Prolonged periods sitting at a desk and working on a computer.

$70,000 - $85,000 a year

Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts…

$70,000 - $85,000 a year

Answer incoming phone calls and assist clients in a professional, friendly, and timely manner. NBC Capital Advisors is an independent wealth management firm…

$65,000 - $82,000 a year

Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program. Coordinating the new client onboarding process:

$60,000 - $70,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…