Client Associate (Wealth Management)
About The Position
NBC Capital Advisors, an independent wealth management firm in Beaverton, Oregon, is seeking a motivated, service-oriented Administrative Assistant to join their close-knit team. This position is crucial for supporting daily office operations, retirement plan administration, and delivering exceptional client service. The firm manages nearly $1 billion in assets and is dedicated to helping individuals, families, business owners, and retirement plan participants navigate their financial lives with confidence. As fiduciaries, they prioritize personalized financial guidance, investment management, retirement planning, and wealth management solutions.
Requirements
- Strong customer service mindset and professional communication skills
- Comfortable speaking with clients by phone and handling sensitive information with discretion
- Intermediate to advanced proficiency in Microsoft Outlook and Excel
- Strong organizational skills and attention to detail
- Ability to learn new systems and technology platforms quickly
- Self-motivated with the ability to work independently
- Positive attitude and willingness to help wherever needed
Nice To Haves
- Previous office, administrative, client service, or operations experience
- Experience in financial services, banking, retirement plans, or wealth management environments
- Familiarity with Schwab, Fidelity, CRM systems, or retirement plan administration
- Experience working in a professional office setting
Responsibilities
- Answer incoming phone calls and assist clients in a professional, friendly, and timely manner
- Serve as a first point of contact for client questions and requests
- Manage general office communication through Outlook, including calendars and email correspondence
- Maintain organized records, files, and client documentation
- Support advisors and team members with various administrative and operational needs
- Assist clients with 401(k) enrollment processes and retirement plan-related questions
- Support retirement plan administration and participant service requests
- Process account paperwork, client forms, and operational requests
- Assist with money movement requests, check deposits, rollovers, and account maintenance activities
- Coordinate with custodians and third-party providers as needed
- Process incoming and outgoing mail
- Become proficient in multiple internal and external software platforms
- Utilize Microsoft Excel for tracking, reporting, and administrative functions
- Organize and coordinate team meetings
- Assist with special projects and firm initiatives as needed
- Work closely with all members of the firm to support business operations
- Proactively identify tasks and opportunities to help during slower periods
- Contribute ideas for improving client service, efficiency, and firm operations
- Take ownership of responsibilities and seek opportunities to learn and grow
Benefits
- Generous 401(k) benefits
- Medical and dental coverage
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
