Client Success Associate Jobs in Portland, OR (NOW HIRING)

Description

Position: Client Associate (Wealth Management)

Location: Beaverton, Oregon
Work Model: Full-Time | In-Office Monday-Friday

Firm: NBC Capital Advisors

Compensation: $65,000-$82,000 (Commensurate with Experience)  + Comprehensive Benefits

Join Our Team at NBC Capital Advisors

About the Role - We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit team. This position plays a key role in supporting daily office operations, retirement plan administration, and delivering exceptional service to our clients.

NBC Capital Advisors is an independent wealth management firm based in Beaverton, Oregon, dedicated to helping individuals, families, business owners, and retirement plan participants navigate their financial lives with confidence. As fiduciaries, we are committed to putting our clients first and delivering personalized financial guidance, investment management, retirement planning, and wealth management solutions.

With nearly $1 billion in assets under management, we have built our reputation on trust, exceptional service, and long-term client relationships. As our firm continues to grow, we are seeking an Administrative Assistant who will play a vital role in supporting both our clients and our internal operations.

Your Role & Responsibilities

Client Service & Administrative Support

Answer incoming phone calls and assist clients in a professional, friendly, and timely manner

Serve as a first point of contact for client questions and requests

Manage general office communication through Outlook, including calendars and email correspondence

Maintain organized records, files, and client documentation

Support advisors and team members with various administrative and operational needs

Retirement Plan & Client Operations Support

Assist clients with 401(k) enrollment processes and retirement plan-related questions

Support retirement plan administration and participant service requests

Process account paperwork, client forms, and operational requests

Assist with money movement requests, check deposits, rollovers, and account maintenance activities

Coordinate with custodians and third-party providers as needed

Office Operations

Process incoming and outgoing mail

Become proficient in multiple internal and external software platforms

Utilize Microsoft Excel for tracking, reporting, and administrative functions

Organize and coordinate team meetings

Assist with special projects and firm initiatives as needed

Team Support & Continuous Improvement

Work closely with all members of the firm to support business operations

Proactively identify tasks and opportunities to help during slower periods

Contribute ideas for improving client service, efficiency, and firm operations

Take ownership of responsibilities and seek opportunities to learn and grow

Requirements

What We're Looking For

Required Qualifications

Strong customer service mindset and professional communication skills

Comfortable speaking with clients by phone and handling sensitive information with discretion

Intermediate to advanced proficiency in Microsoft Outlook and Excel

Strong organizational skills and attention to detail

Ability to learn new systems and technology platforms quickly

Self-motivated with the ability to work independently

Positive attitude and willingness to help wherever needed

Preferred Qualifications

Previous office, administrative, client service, or operations experience

Experience in financial services, banking, retirement plans, or wealth management environments

Familiarity with Schwab, Fidelity, CRM systems, or retirement plan administration

Experience working in a professional office setting

About Our Team - At NBC Capital Advisors, you'll join a highly established team that manages nearly $1 billion in client assets while maintaining the culture and collaboration of a small business. Our team believes in working hard, supporting one another, and providing exceptional client experience.

Because we are a smaller organization, every team member has a meaningful impact on our success. We value professionalism, accountability, initiative, and a willingness to jump in wherever needed. We pride ourselves on maintaining a positive, supportive environment where people genuinely enjoy working together.

Why Join NBC Capital Advisors?

Join a respected and growing independent wealth management firm managing nearly $1 billion in assets

Become part of a close-knit team where your contributions are valued and recognized

Gain exposure to financial planning, wealth management, retirement plans, and client operations

Work directly with experienced advisors and industry professionals

Opportunity for long-term growth and career development

Competitive compensation based on experience

Generous 401(k) benefits

Medical and dental coverage

Stable, supportive, team-oriented work environment

Meaningful work helping clients achieve their financial goals

The Ideal Candidate

We're looking for someone who takes pride in providing excellent service, enjoys being part of a team, and wants to grow into a long-term role within our firm.

The ideal candidate is dependable, adaptable, curious, and eager to learn. Because we are a close-knit team of five, personality matters. We value individuals who bring positive energy, professionalism, strong communication skills, and a collaborative mindset. Most importantly, we're looking for someone who genuinely enjoys helping others and takes ownership of their work.