Relationship Support Associate

Wealth Enhancement Group•Portland, OR

3d•Onsite

About The Position

The Relationship Support Associate supports Relationship Managers at FocusPoint Solutions in assisting independent Registered Investment Advisors (RIAs) who use FocusPoint’s operational, compliance, technology, and practice management services. The role performs administrative functions that help deliver high-touch service, build advisor relationships, and provide support across account servicing, operations, and platform utilization. The position is on-site and requires attention to detail, strong communication, efficient execution, and the ability to manage multiple priorities. Wealth Enhancement is an independent wealth management firm serving more than 90,000 households through over 175 offices. The firm provides personalized financial planning and investment management services and has operated since 1997.

Requirements

Bachelor's degree or equivalent demonstrated through work experience, training, military experience, or education.
1–3 years of experience in client service, relationship management, operations, or financial services.
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency with Microsoft Office Suite and CRM systems.
Commitment to exceptional client and advisor service.
Ability to use AI tools effectively in daily work, including crafting prompts, evaluating generated content for accuracy and appropriateness, and integrating tools to improve productivity while maintaining quality.
Comfort learning new AI applications and understanding their appropriate use cases and limitations; willingness to continue learning as AI tools and methodologies evolve.
Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems.

Responsibilities

Process custodial paperwork accurately and in a timely manner.
Verify that advisor-submitted paperwork has been processed accurately by custodians.
Set up new accounts and maintain existing account information in portfolio management systems.
Assist with account maintenance and operational requests, including trading-related activities.
Ensure service requests are completed according to established procedures; research and resolve account or custodial issues and escalate concerns when necessary.
Respond to advisor service requests in a timely manner.
Work with custodians to resolve issues raised by advisors and Relationship Managers.
Serve as a resource for operational questions and support needs.
Obtain and prepare reports for Relationship Managers to share with advisors.
Provide administrative and operational support to advisor-facing teams.
Assist Relationship Managers with billing activities and ongoing billing maintenance.
Maintain account records within portfolio management systems and ensure the accuracy of client and account information being processed.
Support operational tracking and documentation needs.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance options.
Employer-paid short-term and long-term disability and workers compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off annually, increasing to 25 days after four years of service.
12 paid holidays each year, including 10 predetermined and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after six months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.