Client Service Specialist
Location: Portland
Department: Wealth Advisors
General Information
AKT Wealth Advisors LP is a Registered Investment Advisory Firm, providing a comprehensive and customized menu of financial services to individuals, businesses and trusts. AKT Wealth Advisors has over $450 million in assets under advisements. We have 15 professionals, of which 9 are licensed professionals in Oregon. Through common ownership, AKT Wealth Advisors is affiliated with AKT LLP, a full-service accounting and consulting firm. Together our companies have more than 200 employees.
AKT Wealth Advisors has appeared in Oregon Business magazine's Power List and in the Portland Business Journal. Our professionals are frequently sought by the national media, including CNBC and the Wall Street Journal, to provide analysis and expertise on the industry.
Our growing firm offers a motivated professional the chance of leadership and unlimited growth opportunities. In short, AKT Wealth Advisors will help you go farther than you thought possible.
Salary and Benefits
Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, as well as vacation and sick leave in the form of a paid time-off bank.
Duties and Responsibilities
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Produce both Retirement Plan and High Net Worth Individual new client proposals as needed
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New account set-up for Wealth Advisors and Retirement Plan Services clients
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Provide timely and high-quality direct client service that exceeds client expectations
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On-going client account care and maintenance
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Assembling Employee Education materials for Investment Advisors and managing requests from clients
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Assist in design updates to various client materials
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Assist with securities Trading Compliance and documentation
To Qualify
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Experience in financial services preferred but not required
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Proficient in Microsoft programs and Adobe
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Strong organizational skills and attention to detail
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Ability to prioritize, multi-task and work in a team environment
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Bachelor's degree from an accredited college/university
To Apply
Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes. Also include the names, addresses and telephone numbers of three references who are familiar with your background and qualifications, along with your permission to contact them.
Use the form below to upload your application documents for this position. | 
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