Client Service Associate & Trading Specialist Hybrid | Lake Oswego, OR 97034 Full-Time | Monday-Friday | 8:00 AM-4:30 PM Build Your Career in Wealth Management with a Firm That Invests in Your Growth Are you a detail-driven financial professional who enjoys the fast pace of investment operations and client service? Do you want a role where you'll have direct exposure to portfolio management, trading, and client relationships—not just administrative work? A respected and growing independent wealth management firm is seeking a Client Service Associate & Trading Specialist to join its collaborative team in Lake Oswego. This is an outstanding opportunity for someone looking to expand their investment industry experience while working closely with advisors, clients, and portfolio management professionals. If you're highly organized, analytical, and thrive in an environment where every day brings something new, we'd love to meet you. Why This Opportunity Stands Out Hybrid work environment with flexibility and work-life balance Direct involvement in trading and portfolio management activities Opportunity to develop investment and wealth management expertise Work alongside experienced advisors and financial professionals Growing, well-established independent firm with a strong reputation Collaborative team culture where your contributions matter Clear path for professional growth and advancement Exposure to both client-facing and investment operations functions What You'll Do As a key member of the operations and advisory support team, you'll play an important role in helping clients achieve their financial goals while ensuring portfolios are managed efficiently and accurately.

Responsibilities include:

Execute trades and assist with portfolio rebalancing activities Monitor portfolio allocations and support investment implementation Open, maintain, and service client accounts Process account transactions accurately and efficiently Review and reconcile account activity to ensure accuracy Coordinate schedules and calendars for advisory staff Partner with custodians, vendors, and internal teams to resolve operational issues Respond to client requests with professionalism and urgency Maintain precise records and documentation to support compliance requirements Assist with administrative, operational, and client service functions as needed What We're Looking For 2+ years of experience in investment operations, trading, wealth management, or financial services Exceptional attention to detail and accuracy Ability to manage multiple priorities and deadlines simultaneously Strong analytical and problem-solving skills Excellent communication and client service abilities Proficiency in Microsoft Excel and financial software platforms Positive attitude and willingness to contribute wherever needed Team-oriented mindset with a strong sense of ownership and accountability Preferred Experience Portfolio management support, trading, rebalancing, or investment operations Experience working with custodians such as Schwab, Fidelity, or similar platforms Understanding of financial markets, asset allocation, and investment strategies Experience supporting financial advisors or wealth management teams Licensing Series 65 License Preferred Candidates who do not currently hold a Series 65 license must be willing to obtain the designation within 90 days of hire. The Ideal Candidate You're the type of person who enjoys solving problems, staying organized, and ensuring nothing falls through the cracks. You're comfortable balancing operational responsibilities with client service and take pride in delivering a high level of accuracy and professionalism. Most importantly, you're looking for a long-term opportunity with a firm that values initiative, collaboration, and continuous growth. Join a Team Where Your Career Can Grow This is more than a support role-it's an opportunity to gain hands-on experience in portfolio management, trading, and client relationship management while building a rewarding career with an expanding financial services firm. Apply today to learn more about this exciting opportunity in Lake Oswego.

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