About this role
Client Service Associate at Ceritypartners. Location: Portland, Oregon, United States. Role: processing paperwork, scheduling meetings, maintaining crm Requirements: Bachelor's degree and 2+ years experience; strong communication, organizational and time-management skills; compliance adherence; CRM maintenance; knowledge of investment accounts and processing paperwork. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Hybrid Languages: English