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Client Services Account Specialist


This is a Full-time position in Eugene, OR posted May 27, 2021.

Client Services Account Specialist – Eugene, OR
We are looking for an exceptional person for a vital position at Merriman Wealth Management.

We are a well-established and growing registered investment advisory firm that needs people who will grow with us, personally and professionally.

The company
We opened our doors in 1983 and since then we have become an established firm of intellectually curious, motivated people that combine technical expertise with compassion and empathy.

We are financial educators and life advisors with a fresh approach to wealth management who support clients throughout their entire journey.

We believe true wealth is not just accumulating money but enabling clients and those they care about to live a fuller life.

Our advisors are trained to understand the relationship between money, the control it gives clients over how they spend their time, and the powerful and universal influence that has on their happiness.

We have proven investment expertise and the empathy to understand and support client needs.

We are passionate about educating clients about our investment strategy and showing them how it will enable them to live life more fully.

The Position
Overview: You will be a critical part of our team, working directly with our Clients and our financial advisors to make sure all the details of Client accounts are implemented properly and with efficiency.

This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team.  Elements of responsibilities include processing account openings, closures, transfers, and distributions according to government regulations and company policies.  You will be expected to answer and prioritize telephone calls, emails, daily account maintenance and other administrative support tasks. 
You will need to comprehend the details of our investment strategies, our proprietary investment process, investment products and programs, and the asset allocation tools that we use.

At Merriman Wealth Management we work as a team, which includes supporting each other and lending a hand.

It is not uncommon to utilize your skills and talents in other departments to work on projects and short-term tasks that need assistance.

Details: Normal hours are 7 a.m.

to 4 p.m.

Monday through Friday.

You may be asked to occasionally attend a client event outside of normal business hours.

Our Client Services Account Specialists must be comfortable dealing with information that is sensitive, personal and confidential.

Other essential attributes include accuracy, good judgment, tact, reliability, trustworthiness, professional poise, excellent communication skills, the ability to work under stress and deal with clients who are under stress.

A successful candidate will be proficient in the Microsoft suite of products, DocuSign, and other related software.

We use Excel and Outlook daily.

While ideal, it is not required that our Client Services Account Specialists are familiar with financial markets and personal finance in general.

We welcome applicants who have experience in event planning, restaurant/hospitality, and other service industries where client interaction and care are most important.

Work Environment
The position requires sitting, standing and mobility throughout the office.  Ability to use common office products (phone, fax, PC and related software) is necessary to perform this job.  The ability to communicate clearly and professionally is vital to the role of Client Services Account Specialist.

The Rewards
We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges.

This is a salaried position with an annual bonus opportunity and a competitive benefits package which includes:
100% of the employee’s medical/dental/vision premiums are covered by the employer Life and short
– and long-term disability insurance Parental leave A generous PTO program and Paid Sick Leave 401(K0 plan with a 6% match  
As a result of the environment, we strive to create for our staff, our Employee turnover is very low.  In the interest of our Employee’s health, we are a non-smoking firm.

To apply please visit and complete our online application process.

We look forward to hearing from you. 

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