Not Your Typical Finance Job Where Client Service Meets Market Strategy Some people like routine. Others like knowing that before lunch they might help a client, execute a trade, solve a portfolio puzzle, and keep an advisor from accidentally double-booking themselves. If you're the second type, keep reading. We're partnering with a highly respected independent wealth management firm that's looking for a Client Service Associate & Trading Specialist to join their team in Lake Oswego. This is not the role where you're tucked away in a corner processing paperwork all day. You'll be in the middle of the action, supporting clients, assisting with trading activities, working alongside advisors, and helping keep the engine running behind a sophisticated investment practice. Think of it as part client relationship expert, part operations specialist, part portfolio support professional, and occasional miracle worker. What's In It For You? Besides avoiding a lifetime of staring at the same spreadsheet every day? Hybrid schedule offering flexibility and work-life balance Direct exposure to portfolio management and trading Hands-on experience in wealth management operations Mentorship from experienced financial professionals A collaborative team that values ideas, initiative, and accountability A growing firm where career advancement is more than just a talking point Meaningful work that directly impacts clients and their financial goals Your Daily Highlight Reel No two days look exactly the same, but you can expect to: Execute trades and assist with portfolio rebalancing Monitor account activity and support investment implementation Open and maintain client accounts Process transactions accurately and efficiently Reconcile account activity and ensure everything balances as it should Coordinate schedules and keep advisors organized Partner with custodians and vendors to resolve operational challenges Respond to client requests with professionalism and urgency Maintain detailed records and documentation for compliance purposes Jump in wherever needed to support clients, advisors, and the broader team You'll Probably Love This Role If... You get a strange amount of satisfaction from color-coded spreadsheets. You notice when a number is off by a decimal point. You enjoy helping people and solving problems before they become actual problems. You like having a seat at the table rather than watching from the sidelines. You want to understand how wealth management really works, not just one small piece of it. What You Bring to the Team 2+ years of experience in wealth management, investment operations, trading, or financial services Strong attention to detail and a commitment to accuracy Excellent organizational and multitasking abilities Analytical thinking and problem-solving skills Outstanding client service and communication skills Confidence using Excel and financial software platforms A team-first attitude paired with a strong sense of ownership Bonus Points For Portfolio management support experience Trading or rebalancing experience Knowledge of financial markets and investment strategies Experience supporting financial advisors Familiarity with Schwab, Fidelity, or similar custodial platforms A Series 65 License No Series 65? That's okay. If you're willing to earn it within 90 days, we'd still love to talk. The Kind of Person Who Thrives Here You're curious, resourceful, and not afraid to ask questions. You take pride in getting things right, enjoy building relationships, and can switch gears quickly when priorities change. You're equally comfortable speaking with clients, assisting advisors, and diving into the details behind the scenes. Most importantly, you're looking for more than just your next job. You're looking for a place where you can build expertise, take on new challenges, and create a long-term career in the investment industry. Ready to Get Closer to the Markets, the Clients, and the Decisions That Matter? If you're excited by the idea of combining client service, investment operations, and trading support in one dynamic role, this could be the opportunity you've been waiting for. Join a firm where your contributions are noticed, your growth is encouraged, and every day brings something new.

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Application Question(s): Do you currently hold an active Series 65 license? If not, will you be willing to obtain a Series 65 license 90 days upon hire?

Experience:

Financial planning: 2 years (Preferred)

Work Location:

Hybrid remote in Lake Oswego, OR 97035