One of the fastest growing independent RIA firms in the country is seeking a Client Service Representative for their office in the Portland, OR area. This individual would work with an existing book of business with the support of a successful firm and marketing system.
Job Responsibilities and Qualifications
- Work with existing clients of the firm
- Client reviews
- Portfolio analysis
- Look for other sales opportunities within the existing book
- 65 required
|Job Category||Administration/Support, Financial Advisor Opportunities|