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Client Assistant Jobs in Sandy, OR (NOW HIRING)

Northwest Bank

Client Services Manager

Lake Oswego, OR · On-site

The Client Services Manager is a key middle-management position responsible for leading and ... Coordinate updates to product disclosures and customer-facing communications as needed. * Assist in ...

Northwest Bank

Client Services Manager

Lake Oswego, OR · On-site

The Client Services Manager is a key middle-management position responsible for leading and ... Coordinate updates to product disclosures and customer-facing communications as needed. * Assist in ...

Barry's

Client Specialist

Portland, OR · On-site

Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction

Barry's

Client Specialist

Portland, OR

Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction

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Client Assistant information

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What cities near Sandy, OR are hiring for Client Assistant jobs? Cities near Sandy, OR with the most Client Assistant job openings:
Client Assistant jobs near you
Institutional Client Operations Analyst

Institutional Client Operations Analyst

Fisher Investments

Camas, WA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!


The Opportunity:

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.


The Day-to-Day:

  • Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions
  • Subject matter expert as it relates to international institutional funds and separately managed accounts
  • Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
  • Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
  • Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
  • Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams
  • Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
  • Communicate detailed international institutional investor account information to senior members of the Company
  • Aid the Institutional Client Operations Team Leader with the ongoing development of the team

Your Qualifications:

  • Bachelor's degree or equivalent combination of education/experience
  • At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful
  • Familiar with securities, financial markets and institutional account types
  • Excellent communication skills and experience with customer/client service
  • Project management experience, ability to adjust workload based on priority, and passion with process improvements
  • Responsible, accountable, detail-oriented and internally motivated

Compensation:

  • $65,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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