Client Service Associate

Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.

TPG's success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.

Are you ready to join an amazing team that has won too many "Employer of Choice" awards to list? Let's work together!

The Partners Group currently has an outstanding opportunity for a detail-oriented and client-focused professional to join our Wealth Management team as a Client Service Associate based in our Portland, Oregon office.

How you will have an impact at TPG

The primary role of the Client Service Associate is to provide exceptional client service by managing communications, scheduling, and paperwork for investment and insurance clients. This individual will ensure seamless client experiences and operational efficiency, ultimately contributing to the organization's overall success.

What a typical day in this role looks like:

• Act as the main client contact, addressing calls, emails, and inquiries
• Schedule, confirm, and prepare for client and advisor meetings
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  Process client paperwork and maintain accurate records

  
  
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  Update and organize client files for reporting and compliance

  
  
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  Ensure compliance by submitting materials for review and adhering to policies

  
  
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  Coordinate with external partners to resolve client needs

  
  

Key details

Location: Portland, OR; in-office, with hybrid-remote options after 90 days or proven job proficiency

Hours: 40 hours/week, Mon-Fri

Compensation: $60,000-68,000 per year, DOE. This position is Salaried Non-Exempt and is eligible for overtime pay in accordance with FLSA regulations.

Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time

Travel: Minimal

What you'll bring to the table

• At minimum, a bachelor's degree in a related field or equivalent industry experience
• A least 3 years of experience in the financial services or investment sector, with at least 2 years in client service-related work. Comparable work experience will be considered.
• Thorough knowledge of financial products and services
• Professional level of written and verbal communication skills; critical thinking skills
• Intermediate to advanced proficiency in Microsoft Office Suite, especially Excel and Word
• A high level of accountability, organization, collaboration, and attention to detail

What will make you really stand out

• Currently holds or can attain Series 65 license within 90 days of hire date
• A client-focused mindset, customer service abilities, and high emotional intelligence
• Adaptability and willingness to learn
• Strong self-sufficiency and able to work independently, as well as in team settings

What TPG can offer you

• A rich benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and Employee Stock Purchase Plan opportunities
• Support & Development to cultivate your knowledge and Continuing Education to maintain or grow your professional designations
• Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an all-company holiday volunteer day

Commitment To Diversity

TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.

Apply Today

Complete the application using your resume! A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.

Please note: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.

The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We use E-Verify to confirm the identity and employment eligibility of all new hires.