It s time to take a PROACTIVE APPROACH to your CAREER.
Make your next career move now.
It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.
Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.
After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.
We fill full-time and part-time positions and everything in between.
If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
We offer amazing benefits for our contract & temp-to-hire employees.
We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
Client Service Associate II (Hybrid)
Hillsboro, OR 97124 US
Job Description
A national credit union leader is seeking a Client Services Associate II to join their investment services team in Hillsboro, OR. The ideal candidate should have at least three years of experience as a CSA and possess Series 7 and 63 licenses.
The position is sales-support focused and client-facing, requiring you to support four advisors in ensuring their clients have an excellent experience. Your responsibilities will include preparing key documents and presentations for client meetings, generating call lists, fulfilling client requests, and resolving service-related issues.
This is an excellent opportunity for someone who is outgoing and confident when communicating with high-volume advisors and is willing to express their ideas. If you possess a natural flair for engaging with high-level professionals, this could be the perfect opening for you. The position is a hybrid role, with three days in the office and two days working from home, and the company offers a competitive salary and benefits package.
Pay Range: $60,000 - $60,000 base salary
Responsibilities:
- Assist Financial Advisors with client onboarding
- Prepare account paperwork
- Schedule appointments
- Provide exceptional customer service to clients
- Maintain and organize client files and records
- Ensure compliance with all financial industry regulations
- Conduct investment research and prepare reports for advisors
- Collaborate with team members to complete client requests on time
- Generate client experience plans using TouchPoint Management software
- Participate in client events and seminars
Requirements:
- 3+ years of industry experience as a CSA
- Series 7 and 63 licenses required (66 can be substituted for 63)
- Any CRM experience preferred
- Ability to prioritize and multi-task
- Degree is preferred but not required
Benefits:
- Full benefits package
- 401k with 5% match and vesting schedule
- 2% loan discount
- 17 days PTO, increases after 1 year
- OTE bonus
- Hybrid work schedule
#INDOPS #LI-POST #LI-HYBRID
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.
