Wealth Client Relations Specialist (Hybrid)

A leading recruiting agency is seeking a Client Relationship Associate in Portland, Oregon. This role focuses on providing exceptional support to clients and advisors within a growing wealth management environment. Key responsibilities include assisting clients with their financial needs, managing advisor schedules, and ensuring effective communication. Candidates should have 3-5 years of experience in financial services and strong proficiency in Microsoft Office and DocuSign. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr