Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm established in the Pacific Northwest. The firm manages over $8.3 billion for 990 clients, including individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million or more (data as of January 1, 2024).
About the position
The Client Relationship Associate position is a full-time position, including benefits and is located in Portland, Oregon. The ideal applicant should be passionate about providing a positive client service experience while developing and maintaining those relationships.
Responsibilities:
Compile information and prepare account paperwork for new and existing clients
Maintain and update information in CRM database according to firm standards
Prepare meeting and quarterly client reports
Assist clients with annual IRA distributions, provide tax information, facilitate gifting, and satisfy money movement requests (wires, checks, transfers)
Provide administrative support to portfolio managers as needed
Build relationships with clients and maintain proactive communication
Monitor manager calendar, travel arrangements, and schedule client meetings
Attend client meetings at the manager's request
Qualifications:
Strong communication skills, both written and verbal
Superior attention to detail and follow through
Strong organizational and time management skills
Proficient in Microsoft Office, Schwab Advisor Services platform, DocuSign, CRM
Experience working in a fast-paced, highly professional environment
College degree with 3-5 years financial industry experience preferred
Team player with the ability to manage projects, solve problems and meet deadlines
Compensation and Benefits:
Salary to be consistent with experience and potential, ranging from $65,000 to $70,000
Benefits for this non-exempt position, includes an annual discretionary bonus, profit-sharing contribution, insurance (medical, dental, vision, life and long-term disability), personal time off (PTO) and remote work days (RWD), donation reimbursement, tuition reimbursement, Costco membership and paid monthly parking
Please submit a cover letter with your application
Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.