Overview
Client Service Admin Jobs in Portland, Oregon, USA at U.S. Investors International
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U.S. Investors International is a Financial Services Company dedicated to prioritizing client needs in Retirement Cash Flow, Estate, and Tax-Wise Planning. We are a small office seeking an experienced Client Service Admin to join our firm.
As a critical part of the operations team, the CSA is tasked with providing overall support to the team. As the first voice of our company, you are responsible for setting the tone for all office business. You will answer phones and greet guests, maintain and direct scheduling of all office business, work with the executive team to ensure corporate initiatives are being met, and provide support in multiple areas including maintaining office services and efficiencies.
Specific job responsibilities include (but not limited to):
Coordinating the new client onboarding process, including opening accounts, establishing cashiering needs, setting up online reporting access, updating cost basis, tracking required minimum distributions, reconciling account information and sending and receiving documents between clients, their advisors, and investment custodians.
Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests.
Scheduling and organizing client meetings and proactively preparing meeting materials in advance.
Entering and maintaining client data and activity notes in our CRM system.
Required Skills/Experience:
Minimum 2 years of relevant work experience and the desire to provide superior client service in a team-oriented, small company environment
Series 7, 66 licensed a plus
Proficient in Microsoft Excel, Word, and Outlook
Excellent verbal and written communication skills
Self-driven contributor with strong organizational skills
Solid multi-tasking and prioritization abilities
A strong work ethic and a “can-do” attitude
Excellent reliability
Salary:Competitive Salary + Bonus
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
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Client Service Rep (Part Time) – CLIEN
002293
Portland, OR $50,000.00-$75,000.00 1 week ago
Client Service Rep (Washougal) – CLIEN
002294
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Title: Client Service Admin
Company: U.S. Investors International
Location: Portland, Oregon, USA
Category: Customer Service/HelpDesk (Office Administrator/ Coordinator, Customer Service Rep), Administrative/Clerical (Office Administrator/ Coordinator, Business Administration)
