Client Service Administrator

Portland, OR
Full Time

or

Who You Are…

As a Client Service Administrator, you have a passion for delivering superior customer service. Colleagues and friends probably know you as "on it." Someone who loves getting organized, communicating clearly, and getting things done. You thrive in a team environment where everyone is working together towards a common goal.  

As someone focused on delivering excellent client service, you would enjoy serving as the first point of contact for all operational and administrative client requests.  You love connecting with people and forming lasting relationships with them. And would embrace fostering relationships with other professionals and vendors and getting them to go the extra mile for our clients.

Since you have excellent attention to detail and organizational skills, you would enjoy organizing client activities as well as executing tasks. Your work is efficient and accurate. You would take great satisfaction in making a meaningful contribution to our firm’s procedures and processes and making recommendations for improvement.

You thrive at communicating with clients in a way that’s clear and makes their lives easier when it comes to obtaining updated information, scheduling meetings, or troubleshooting problems. And you can do all this with a sense of urgency and follow-through.

Your desire to work in a growing company shows that you value teamwork, cooperation, and the opportunity to challenge yourself to improve every day and, ultimately, advance in your career. You might be looking to start your career and pursue further credentials and a career track in the industry, or you might be an experienced operational professional seeking to join a great team and serve our wonderful clients.

Finally, you know that a client-first attitude is a must. ­We are looking for someone who wants to provide a “wow” level of service to our clients every day.

If this is you…

…we should talk.

About Cordant Wealth Partners

At Cordant, we specialize in working with Tech professionals receiving equity compensation as part of their pay. Many of our clients work for or retired from the large West-coast tech companies like Intel, Microsoft, and Amazon.

Through our Cordant Clarity ExperienceTM, we put a team of financial experts together to help clients build a financial strategy that aligns their wealth with the things they care about most.

We’ve adopted the highest legal standard of care, choosing to act as an unwavering fiduciary in the best and exclusive interest of our clients. As a fee-only advisor, we do not sell any products and are compensated solely by our clients for the advice we provide. We are accountable to our clients and strive to always say what we do and do what we say.

Our Values

All Cordant team members strive to live our core values every day. These values are so much more than clichés—they are the foundation of our company. We live, breathe, and believe in our core principles. Every decision we make aligns with our values and supports the company’s core focus—to help clients get more out of life by aligning wealth with purpose. Our values are to:

Act with purpose: Every decision we make starts with a clear purpose, objective, and end goal. We prioritize this holistic perspective before making any decision—so that when we execute, it is with an eye on the big picture. Am I driving in the direction of the mission?

Make an impact: We value making an impact in the lives of our clients and the world in general. This means continually looking for ways to leave a positive mark and get the result (not simply checking the box). Whose life did I improve today?

Continuously Improve: We believe it’s a conscious, deliberate decision to focus on getting better. Sometimes that requires taking risks and being courageous. Above all, it takes curiosity as there’s always more to learn. What did I do today to make myself better than I was yesterday?

Be a healthy team: At Cordant, we know the importance of collaboration—and we take responsibility for maintaining a healthy team environment. We trust each other and make each other better. Open and honest communication is a must. How did I make the team stronger today?

Position Description

Title:               Client Service Administrator

Reports to:     Operations Manager

Benefits:         Yes

Status:            Full time; Exempt (Hybrid Working from Home and Office)

Location:        Portland, Oregon    

Date:              April 1, 2022

Job Summary

The Client Service Administrator is a key position in the firm with substantial client interaction.  The CSA is essential in enhancing the client experience by providing exceptional client service, serving as operational and administrative support to our Clients and the Advisory Team.  The CSA is also responsible for understanding firm policies and procedures and adhering to compliance standards. This position requires working efficiently, independently, and on simultaneous projects.

Duties and Responsibilities

The Client Service Administrator can expect to focus on the following areas:

  • Deliver exceptional client service to clients in person, or via phone and email.
  • Assist client and advisory team with all non-advisory questions and paperwork such as processing all forms and applications including, opening accounts, account address change, and other online applications necessary to process clients' business transactions
  • Money movement
  • Maintain CRM software and contact management database to keep current and accurate for sorting, reporting, scheduling, fee tracking, and marketing purposes
  • Track client service issues and new business transactions in progress and report on a weekly basis
  • Review alerts across various platforms and email a daily consolidated summary to the team with follow-up action items
  • Account set-up, monitoring, maintenance, and reconciliation within the portfolio management and financial planning software systems
  • Coordinate and schedule client and prospect meetings, including meeting room preparation
  • Complete recurring client service reporting tasks and communicate results to the team
  • Handle all non-advisory tasks and workflows for the professional advisory team
  • Communicate and work with professionals such as tax advisors, attorneys, insurance brokers, and mortgage brokers in preparation for client meetings and projects

Qualifications 

The Client Service Administrator position typically requires the following qualifications:

  • Excellent customer relationship skills
  • Personal or professional track record of achievement
  • Ideally, possess a minimum of 1-3 years of experience in wealth/finance or other professional services experience
  • Excellent verbal and written communication skills
  • Bachelor’s degree, or equivalent combination of education and experience
  • Proficiency in Word, Excel, PowerPoint, and CRM software
  • General understanding of financial planning and investment management processes and procedures
    • Knowledge of Charles Schwab Institutional Services, RedTail CRM, eMoney, and Tamarac/Envestnet software is a plus           
  • Oregon Notary Public, or complete training within 120 days of hire

Salary and Benefits 

Pay/benefits are competitive based on industry standards.

  • Competitive pay
  • Flexible work schedule (hybrid working from home and office)
  • Firm-sponsored medical, dental, and vision insurance
  • Flexible Spending Account (FSA) available for health care, dependent care, and commuter transit/parking
  • 401(k) retirement plan
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
  • Company gatherings and events

 

Application Requirements

  • Cover Letter
  • Resume
  • Applications will be reviewed as they are received 

We look forward to hearing from you.


 

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