Client Support Specialist - Greater Portland, OR Area (REMOTE)

What you’d do

Support high net worth clients with $250,000 to $1 million in assets, handling service and investment needs in a fast-paced team environment. Full time, remote, but you must live within 90 miles of an approved branch site in the Greater Portland area. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience
• Residence within 90 miles of approved branch sites
• Customer service and problem resolution skills