September 12, 2016

Client Services Associate Job in Lake Oswego, OR

Ajilon Professional Staffing - Lake Oswego, OR

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  • Company
    Ajilon Professional Staffing Ajilon Professional Staffing
  • Location
    Lake Oswego, OR
  • Job Type
  • Job Classification
    Full Time
  • Company Ref #
  • AJE Ref #
  • Number of Positions
  • Required Licenses/Certificates

Job Description

span Do you have Financial Services experience, or looking to gain knowledge of the industry? Are you a detail-oriented self-starter? Ajilon Professional Staffing is partnering with a Financial Services firm in Lake Oswego, OR to fill a Direct Hire Client Services Associate position. This individual will support two Financial Planners with daily operations, including documentation, client file preparation, and customer service. This position will pay $33,000-$35,000 annually. br   br Client Services Associate Job Description: br   br -Maintaining multiple email accounts and calendars and leading all scheduling logistics needs (including travel arrangements and complex schedule arrangements) br -You’re a record keeping ninja – from properly filing (electronically or otherwise) to ensuring the completeness of each document, you own the process (and help/coach others on it, too!) br -Compose and send all timely follow-up correspondence/activities to a wide range of internal and external contacts br -Constantly anticipating multi-faceted needs while simultaneously having an action plan with options at your fingertips (at the drop of a hat!) br -Demonstrating the highest level of integrity, good judgment, and discretion; exhibiting meticulous attention to detail in everything you do br -Working independently (and often autonomously) in a diverse, fast-paced work environment br   br Qualifications: br   br -1+ Years of prior executive assistant role experience br -Bachelor's Degree in Business Administration or similar br -Stellar interpersonal, communication, and organizational and presentation skills br -Advanced proficiency in Microsoft Office Software (Word, Excel, PowerPoint, Outlook, Access), answering multi-line telephones and calendar/travel logistics br -You consistently demonstrate an eagerness to work in an ambiguous environment, appreciating that change is the only daily constant   br   br If you are interested in applying for this Client Service Associate job in Lake Oswego, OR, or other positions in the area then please click “apply” below and/or visit our website at You can also email your resume directly br   br   br /span