
Senior Client Relationship Advisor (Financial Services)
Charles Schwab, Portland, Oregon, United States, 97204
A financial services firm in Portland is seeking a Senior Client Relationship Specialist to manage client inquiries and provide tailored financial solutions. The role requires active FINRA Series 7 and 63 licenses with a preference for a Bachelor's degree. Strong communication and problem-solving skills are essential for building lasting client relationships. This position offers a competitive benefits package, including a 401(k) with company match and paid parental leave.
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