Client Service Associate

Job not on LinkedIn

🕒 March 18

🌲 Oregon – Remote

🌲 Oregon – Remote

💵 $30 - $45 / hour

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

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Capitol Family Office

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2011

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Capitol Family Office is a financial advisory firm dedicated to helping clients manage the complexities of their finances. They provide tailored strategies for investments, retirement planning, taxes, insurance, and estate management, aiming to empower clients in making informed financial decisions. By acting as a personal Chief Financial Officer, Capitol Family Office focuses on delivering educational resources and proactive service to help clients regain control of their financial lives and achieve their financial goals.

📋 Description

• Coordinate and take action on client service requests • Process account openings, transfers, and custodial forms with precision • Handle client scheduling, reminders, and meeting logistics • Track follow-ups and ensure all client tasks are completed accurately and on time • Communicate directly with clients to complete tasks and service requests • Maintain organized digital files and CRM records (Redtail, ShareFile, etc.) • Handle e-signature workflows, document tracking, and custodial follow-ups • Use tools like Calendly, Emoney, and Zoom daily • Leverage AI tools to draft emails, organize data, and reduce friction in routine work • Manage partner calendars, follow-up tasks, and internal checklists • Communicate key updates and task statuses clearly and consistently • Step in to get things done quickly, without needing to be asked twice • Proactively identify what needs attention and take ownership

🎯 Requirements

• Have 3+ years’ experience in a financial advisory, RIA, or wealth management firm • Know the lingo, paperwork, custodians, and processes like second nature • Thrive in a fast-moving, task-heavy environment with no room for dropped balls • Take initiative, figure things out, and finish the job with high attention to detail • Are a highly organized, reliable, proactive, and calm under pressure person • Love working closely with senior leadership and interacting with clients • Communicate clearly and consistently, even when working independently • Enjoy using tech and AI to get more done faster • Interest and experience with paraplanner tasks a plus.