Client Services Associate

Our client, a wealth services firm, is looking for Client Services Associates to join their friendly Salem, OR team!

This position will function fully onsite! Our ideal candidate will be a conscientious and organized individual with great customer service and administrative support skills!  This position is vital to the firm's daily function and will focus on supporting our Wealth Advisors, clients, and potential clients.  To excel in this role, a candidate should have consistent attention to detail, and organization efficiency.

This is a wonderful DIRECT HIRE opportunity that has growth potential!

Salary: 40K – 48K, DOE
Location: Salem, OR (ONSITE)
Schedule: M-F, 9AM-5:00PM
Dress code: Business professional.

Key Responsibilities of Client Services Associate:

• Manage client concerns and requests.
• Answer, forward, and screen office phone calls.
• File documents (physical and digital) and keep them well organized.
• Support Wealth Advisor(s) in ways that provide service to clients and potential clients.
• Para-planning and preparing for client appointments; helping multiple Wealth Advisors across multiple locations.
• Assisting with appointment scheduling and follow-up tasks.
• Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research.
• Participate in client appointments, prepare/track account paperwork, and ensure a seamless onboarding process for new clients.
• Build and foster stronger relationships with existing client base.

Requirements of Client Services Associate:

• Minimum 1 year of administrative experience.
• Minimum 1 year of customer service experience.
• Excellent organizational and time management skills; able to handle multiple tasks.
• Excellent communication (oral and written), interpersonal, and presentation skills.
• Proficient with computers, Word, Excel, Outlook.
 

**We are unable to accommodate corp. to corp. candidates**

About Motus Recruiting and Staffing, Inc:

Founded in 2006, Motus is an award-winning recruiting and staffing firm in the Pacific Northwest, specializing in professional services and technology solutions. We are a group of people who not only recognize the importance of representation, but actively fight for diversity, equity, and inclusion in the recruitment process. Our goal is to educate organizations on the importance of DEI when hiring, promoting, and supporting diverse employees. We are calling organizations to demonstrate their commitment to DEI by being intentional about who they hire.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.