CLIENT SERVICE ASSOCIATE

Point Forward Wealth Advisors Lake Oswego, OR Job Details Full-time $60,000 - $70,000 a year 15 hours ago Benefits Health savings account Paid holidays Disability insurance 401(k) 3% Match Health insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Interpersonal skills Triage Executive administrative support Salesforce Cloud Financial services CRM system proficiency Productivity software Delegation Full Job Description

POSITION OVERVIEW

Point Forward Wealth Advisors is a boutique wealth management practice committed to delivering an exceptional, high‑touch client experience. We are a 20+ person team, including eight financial advisors, servicing over 1,100 client households, derived solely from organic growth and referrals. We are seeking a highly organized, self‑directed Client Service Associate who thrives in a fast‑paced, interruption‑heavy environment and can confidently manage multiple competing priorities while exercising sound judgement and initiative. This person will directly support senior advisors and leaders, while also working closely with team members across all departments: fellow client service associates, financial planners, and investment specialists.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

Your positive attitude is obvious to clients and contagious to our teammates. You stay organized and focused despite frequent interruptions. You independently track tasks and follow them through to completion. You communicate professionally and confidently with clients in person, by phone and email. You arrive on time and prepared each day. You anticipate needs rather than waiting to be directed. You ask questions rather than make assumptions.

KEY RESPONSIBILITIES

Coordinate internal and client-facing meetings for executive leadership and senior advisors, prioritizing multiple needs with limited availability. Maintain a proper annual flow of business for each client based on set specifications. Triage incoming communications for executive leadership and senior advisors, knowing when to delegate issues, send responses individually, or draft replies for the advisor's review. Daily prep and debrief of client meetings, and delegating follow-up. Occasional travel support, including conference, transportation, and offsite meeting booking. Support long-term client relationships by providing consistent, high‑touch service. Provide operational assistance with repeated processes; offer observations on bottlenecks and ideas for improvement. Eagerness to learn and grow as an individual and team; embracing AI & automation but never sacrificing client experience. Backup support for front desk client concierge, including welcoming clients and guests; answering and directing calls; and checking voicemails in a timely fashion. Consistently uphold high standards of confidentiality, ethics, and professionalism. • We believe in promoting from within whenever possible. Successful team members who demonstrate initiative, reliability, and leadership are often presented with opportunities for expanded responsibilities, growth, and increased compensation.

REQUIRED SKILLS & QUALIFICATIONS

Direct administrative support experience is required. Financial industry experience is strongly preferred. Professional demeanor and communication skills, both in person and virtually. Strong interpersonal skills and a client-first mindset. Comfort with technology. Our daily software suite is Microsoft Office and Salesforce CRM, with additional training on financial tools.

BENEFITS

(after 90-day probationary period) • 401(k) with automatic 3% employer contribution. Health, vision, life, and disability insurance. Discretionary company bonus.

Generous paid time off:

holidays, birthday, sick time, and 15 days of personal time for the first four years of employment, after which days are increased. Complimentary financial advisory services.

HOW TO APPLY

When PFWA was founded in 2010, we had the feeling and the vision that being part of something bigger than ourselves would allow us to help families in our community. We are proud of how our journey has progressed and look forward to witnessing the impact PFWA will have for generations to come. There is nothing more satisfying than seeing someone reach their financial and personal goals and knowing that we had a hand in helping them along the way. Our team has also put a lot of thought into creating a positive and thriving culture; one that emphasizes client focus, excellence, hard work, personal accountability, and opportunity for career growth. Fulfilling our mission depends on us working alongside each other. If you would like to be considered for this role, please include a cover letter detailing how you see yourself aligning with our vision, and three things about the position or our team that interest you.

Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) 3% Match Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

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