Client Service Associate

Client Services RepresentativeClient ServicesOtherRemoteMid LevelTeam 1-10Since 2011H1B No SponsorCompany SiteLinkedIn

Location

Oregon

Posted

80 days ago

Salary

$30 - $45 / hour

Seniority

Mid Level

3 yrs expEnglish

Job Description

Client Service Associate

Capitol Family Office

• Coordinate and take action on client service requests • Process account openings, transfers, and custodial forms with precision • Handle client scheduling, reminders, and meeting logistics • Track follow-ups and ensure all client tasks are completed accurately and on time • Communicate directly with clients to complete tasks and service requests • Maintain organized digital files and CRM records (Redtail, ShareFile, etc.) • Handle e-signature workflows, document tracking, and custodial follow-ups • Use tools like Calendly, Emoney, and Zoom daily • Leverage AI tools to draft emails, organize data, and reduce friction in routine work • Manage partner calendars, follow-up tasks, and internal checklists • Communicate key updates and task statuses clearly and consistently • Step in to get things done quickly, without needing to be asked twice • Proactively identify what needs attention and take ownership

Job Requirements

  • Have 3+ years’ experience in a financial advisory, RIA, or wealth management firm
  • Know the lingo, paperwork, custodians, and processes like second nature
  • Thrive in a fast-moving, task-heavy environment with no room for dropped balls
  • Take initiative, figure things out, and finish the job with high attention to detail
  • Are a highly organized, reliable, proactive, and calm under pressure person
  • Love working closely with senior leadership and interacting with clients
  • Communicate clearly and consistently, even when working independently
  • Enjoy using tech and AI to get more done faster
  • Interest and experience with paraplanner tasks a plus.

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