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Client Service Associate

Delap LLP

This is a Full-time position in Lake Oswego, OR posted February 7, 2021.

nnDelap, one of Oregon’s largest locally owned CPA firms, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals.

Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and confidence to client decisions.

Opportunity abounds!

nn nn n nn nnWe are proud to have been named by both Oregon Business Magazine & the Oregonian as a top workplace for multiple years, including being voted the #2 medium size company in 2018 by the Oregonian and the #1 medium size company in 2019 (100-500 employees).

Also, we recently were named the #6 Most Admired Company in Oregon by the Portland Business Journal.

We have been helping clients win since 1933 and believe in being World Class in everything that we do!

nn nn n nn nn The Client Service Associate (CSA) is responsible for new wealth management client onboarding, preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian.

This team member will regularly be the firm’s conduit of our genuine care for the comfort of our clients.

Ultimately, the anticipatory service provided by this role delivers a differentiated client experience.

nn nn n nn nn Vital Traits: nn nn
· Hungry
– You are eager to learn and enjoy challenges, you enjoy learning new skills.nn nn
· Humble
– You are a team player and focused on team success.nn nn
· Smart
– You are self-aware and familiar with the concepts of emotional intelligence.

nn nn
– You understand the true meaning of passion & perseverance.nn nn n nn nn Delap Wealth Advisory Culture: nn We do only first-class business and only in a first-class way.

We take a long view of relationships, because we are in the relationship business, We are all different, we recognize that, and we win.

We celebrate the good times.

We do it for the team and for the client.

We play to win and have fun.

nn n nn nn Responsibilities: nn nnThe Client Service Associate can expect to focus on the following areas:nn New client onboarding facilitator Proactively communicate with clients and their advisors, verbally and in writing Frequent custodian communication via phone and email Deliver anticipatory client service-troubleshoot problems, schedule, and organize meetings; serve as liaison between advisors, custodian and clients as needed Manage client information-prepare client reports, submit, and follow up on necessary paperwork, project management, and regularly update CRM Establish new client portals and mobile application setup Client specific special projects to help deliver more predictable and profitable financial decisions nn n nn nn Qualifications: nn nnThe Client Service Associate position typically requires the following qualifications:nn Client first attitude.

2-5 years of prior service leadership experience with investment advisory firm or professional service firm.

Proficiency in Word, Excel, PowerPoint, Outlook, CRM software (Redtail).

Must be passionate, organized, detail-oriented and able to multitask.

Solid written and verbal communication skills.

Team player, collaborative, able to work with and through others.

Minimum Associate’s Degree.

Desire/ability to work successfully in a small company environment.

nn n nn nn Benefits & Compensation: nn nn
· The firm offers a competitive compensation & benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan.nn nn
· Collaborative work environment in a virtual environment.

Flexible schedule.

nn nn
· Positive emphasis on health & wellness.

nn nn
· Professional Development
– we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap.

nn nn nn nn EEO Statement: nn nnDelap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.nn nn n nn nnThis policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.nn nn n nn nn Note: nn nnThis job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.

Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

nn nn n nn nnAll duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the employee will possess the skills, aptitudes, and abilities to perform each duty proficiently.

nn nn n nn nnSome requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.nn

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