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Licensed Client Service Associate / Associate Advisor
Phillips & Company Advisors Portland, OR

Licensed Client Service Associate / Associate Advisor

Phillips & Company Advisors
Portland, OR
Expired: over a month ago Applications are no longer accepted.
  • $50,000 to $75,000 Yearly
  • Vision , Medical , Dental , Life Insurance , Retirement
  • Full-Time
Job Description

Registered Client Service Associate / Associate Advisor

Locally owned Wealth Management firm is seeking a mission oriented professional whose values align with our corporate mission, vision and values; our top values being integrity and respect. We are looking for a customer service professional to join our established team. As an Associate with our firm, you will utilize your background in administrative functions and client service to create and maintain strong relationships with High Net Worth clients, internal and external partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to the following

Client Service

  • Establishing, building, and maintaining client relationships according to client service matrix and segmentation standards

  • Working in a team-oriented environment to deliver a seamless and integrated client experience

  • Financial Planning – Income Solver, retirement projections, college funding projections, etc.

  • Assisting clients with inquiries and problem resolution related to their accounts and operational needs

  • Performing administrative functions for family office clients

· Act as the client point of contact for operational items

· Educate clients on account services and capabilities

· On board new relationships

· Organize client events

  • Attend client meetings

· Disbursement assistance

· Client follow up

Team Support

  • Maintaining team pipeline - tracking, reporting, growing

  • Maintain team calendar

  • Manage team use of client service matrix

  • Assemble and deliver various reports on a weekly, monthly, quarterly and one-off basis

  • Utilizing Junxure for queues, reports & information

  • Attend all regular team huddles and meetings

  • Transparent communication

  • Provide basic research by pulling reports from various sources (Web, Morningstar, Bloomberg)

Advisor Support

  • Assist advisor in all aspects of the client service experience

  • Provide operational and administrative support to Financial Advisors

  • Act as point of contact for clients if Advisor is out of the office

  • Prepare materials for client and prospect presentations

  • Complete trades as assigned by the Advisor

  • Scheduling and calendar maintenance

  • Support community involvement activities

  • Prospecting assistance


· Salaried position with earnings potential

· Comprehensive paid training and support

· Medical Insurance

· Dental Insurance

· Vision Insurance

· Supplemental Life Insurance

· 401 (K)


· Excellent communication and organizational skills

· FINRA Series 7 & 66 licenses

· Relationship-oriented, values-focused and results-driven

· Self-motivated, enthusiastic, and positive

· Effective communication and interpersonal skills

· Strong work ethic


Phillips & Company Advisors

Portland, OR



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