- Eugene, Oregon, United States +2 more
- On-site
- Full-time · Senior
- $27–$31 per hour
- 7+ years
Supports Financial Advisors in the day-to-day management of their investment practices by independently coordinating complex client-service, account-administration, trading-support, and compliance workflows.
Locations (3)
- Eugene, Oregon, United States
- Oregon, United States
- Washington, United States
Compensation
The target hourly pay range for this position is $27.42 - $31.15. The full hourly pay range is $24.92 - $37.38. In addition to your salary, compensation incentives are available for the hired applicant.
Responsibilities
- Serves as a primary liaison between clients and Financial Advisors
- Independently processes permitted client requests
- Resolves routine and moderately complex service issues
- Maintains complete and accurate books and records
- Ensures client commitments and regulatory requirements are met