Job Details

Jennie Joiner with Forum Group PNW is partnering with a growing financial services organization to hire a Client Service Associate in Jacksonville, Oregon. This is a full-time, onsite opportunity offering a strong career path within investment and retirement operations for someone who is detail-oriented, client-focused, and eager to learn. This position has been created to support growth within the organization and to provide succession planning for a key team member who will be retiring in the future. The role will primarily support investment operations while also gaining exposure to retirement services, making it a great opportunity for someone looking to build a long-term career in financial services. The Client Service Associate will work closely with the investment and operations teams to support client accounts, process transactions, and ensure a high level of service. This role is ideal for someone early in their career who enjoys working with data, following structured processes, and interacting with clients in a professional environment.

Key Responsibilities

Account Administration

Assist with opening, maintaining, and updating client accounts including individual and retirement accounts

Prepare and review account documentation for accuracy and completeness

Submit forms and paperwork to custodians and ensure timely processing

Transactions and Account Activity

Support account transfers, rollovers, and money movement requests

Track transaction status and follow up to ensure completion

Learn and apply knowledge of different account types and how they impact transactions

Client Service

Respond to client inquiries via phone and email in a professional and timely manner

Communicate next steps, timelines, and documentation requirements clearly

Escalate more complex issues as needed

Operations Support

Work within custodial platforms and internal systems to manage account activity

Maintain accurate client records and documentation

Use Excel and other tools to organize and track data

Qualifications

Strong attention to detail and ability to follow structured processes

Excellent written and verbal communication skills

Comfort working with numbers, forms, and data

Proficiency in Microsoft Excel and standard office tools

Ability to manage multiple tasks and meet deadlines

Preferred Experience

Exposure to financial services, banking, accounting, or administrative roles

Interest in investments, retirement planning, or financial operations

Familiarity with custodial platforms such as Schwab or Fidelity is a plus

What We're Looking For

Someone who is coachable, organized, and reliable

A strong team player who enjoys working in a collaborative environment

A client-focused individual with a service-oriented mindset

Someone excited to grow with an organization and take on increasing responsibility over time

This is a great opportunity for someone looking to build a stable, long-term career in financial services within a supportive and growing team. Reach out to Jennie Joiner directly to find out more or apply on line today!