Client Relationship Associate Job Vacancy in Ferguson Wellman Capital Management Portland, OR 97204 – Latest Jobs in Portland, OR 97204
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Company Name : Ferguson Wellman Capital Management
Location : Portland, OR 97204
Position : Client Relationship Associate
Job Description : About Ferguson WellmanFor more than 47 years, our firm has designed and managed customized investment portfolios for high-net-worth individuals, families, corporate retirement plans, endowments, and foundations. As of December 31, 2021, we manage $8.2 billion for 913 clients in 35 states, making us one of the largest registered investment advisers in the country. Our main office is in downtown Portland.About the positionThe Client Relationship Associate position is a full-time position, including benefits. The ideal applicant should be passionate about providing a positive client service experience while developing and maintaining those relationships.Responsibilities: Compile information and prepare account paperwork for new and existing clientsMaintain and update information in CRM database according to firm standardsPrepare meeting and quarterly client reportsAssist clients with annual IRA distributions, provide tax information, facilitate gifting, and satisfy money movement requests (wires, checks, transfers)Provide administrative support to portfolio managers as neededBuild relationships with clients and maintain proactive communicationMonitor manager calendar, travel arrangements, and schedule client meetingsAttend client meetings at the manager’s requestQualifications: Strong communication skills, both written and verbalSuperior attention to detail and follow throughStrong organizational and time management skillsProficient in Microsoft Office, Schwab Advisor Services platform, DocuSign, CRMExperience working in a fast-paced, highly professional environmentCollege degree with 3-5 years financial industry experience preferredTeam player with the ability to manage projects, solve problems and meet deadlinesCompensation and Benefits: Salary range to be consistent with experience and potentialTotal compensation range for this position is $75k-95k. This includes salary, bonus, profit-sharing contribution, insurance (medical, dental, vision, life & disability) and a parking allowanceFerguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.Please include a cover letter along with your resume. Job Type: Full-timePay: $50,000.00 – $65,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programHealth insuranceHealth savings accountLife insurancePaid time offParental leaveRetirement planTuition reimbursementPhysical Setting:OfficeSchedule:8 hour shiftDay shiftMonday to FridaySupplemental Pay:Bonus payAbility to commute/relocate:Portland, OR 97204: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor’s (Preferred)Experience:Financial Industry: 2 years (Preferred)Work Location: One location
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